Skip to content
Disclosery

Apriem Advisors: MSFT position timeline

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

Apriem Advisors held 28,101 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,101 shares
    Change vs previous 13F -1,345 shares

    0.91% of the 13F portfolio, value $10,482,252.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    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 29,446 shares
    Change vs previous 13F -8,011 shares

    1.04% of the 13F portfolio, value $10,900,112.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    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 37,457 shares
    Change vs previous 13F -416 shares

    1.66% of the 13F portfolio, value $18,115,195.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    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 37,873 shares
    Change vs previous 13F -862 shares

    1.86% of the 13F portfolio, value $19,616,382.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    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 38,735 shares
    Change vs previous 13F +928 shares

    2.05% of the 13F portfolio, value $19,267,351.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    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 37,807 shares
    Change vs previous 13F -2,908 shares

    1.66% of the 13F portfolio, value $14,192,429.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    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 40,715 shares
    Change vs previous 13F +119 shares

    1.97% of the 13F portfolio, value $17,161,665.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    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 40,596 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $17,468,273.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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