Avant Financial Advisors LLC: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avant Financial Advisors LLC on MSFT, newest first. How the timeline and the estimate are built.
Avant Financial Advisors LLC held 3,693 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 3,693 sharesChange vs previous 13F +33 shares
0.86% of the 13F portfolio, value $1,377,713.
13F-HR 0001951757-26-000953 filed by Avant Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,660 sharesChange vs previous 13F -42 shares
0.95% of the 13F portfolio, value $1,354,956.
13F-HR 0001951757-26-000711 filed by Avant Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,702 sharesChange vs previous 13F +2 shares
1.29% of the 13F portfolio, value $1,790,517.
13F-HR 0001951757-26-000158 filed by Avant Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,700 sharesChange vs previous 13F +1 shares
1.44% of the 13F portfolio, value $1,916,589.
13F-HR 0001951757-25-001262 filed by Avant Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,699 sharesChange vs previous 13F +2 shares
1.52% of the 13F portfolio, value $1,839,721.
13F-HR 0001951757-25-001021 filed by Avant Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,697 sharesChange vs previous 13F -169 shares
1.26% of the 13F portfolio, value $1,387,734.
13F-HR 0001951757-25-000542 filed by Avant Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,866 sharesChange vs previous 13F not available
1.5% of the 13F portfolio, value $1,629,315.
13F-HR 0001951757-25-000286 filed by Avant Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).