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Disclosery

Allworth Financial LP: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on MSFT, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 407,549 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 407,549 shares
    Change vs previous 13F -67,948 shares

    0.65% of the 13F portfolio, value $152,023,987.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 475,497 shares
    Change vs previous 13F +14,161 shares

    0.72% of the 13F portfolio, value $176,014,591.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 461,336 shares
    Change vs previous 13F +21,343 shares

    0.92% of the 13F portfolio, value $223,111,366.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 439,993 shares
    Change vs previous 13F +11,017 shares

    1.01% of the 13F portfolio, value $227,894,522.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 428,976 shares
    Change vs previous 13F +70,404 shares

    1.02% of the 13F portfolio, value $213,376,899.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 358,572 shares
    Change vs previous 13F +19,929 shares

    0.78% of the 13F portfolio, value $138,875,084.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 338,643 shares
    Change vs previous 13F +34,174 shares

    0.83% of the 13F portfolio, value $151,102,522.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 304,469 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $131,013,004.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).