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AVANTAX ADVISORY SERVICES, INC.: MSFT position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 519,005 MSFT shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 519,005 shares
    Change vs previous 13F +30,257 shares

    1.42% of the 13F portfolio, value $258,158,339.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 488,748 shares
    Change vs previous 13F +24,378 shares

    1.11% of the 13F portfolio, value $183,471,256.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 464,370 shares
    Change vs previous 13F +25,818 shares

    1.23% of the 13F portfolio, value $195,731,734.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 438,552 shares
    Change vs previous 13F +1,076 shares

    1.24% of the 13F portfolio, value $188,708,854.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 437,476 shares
    Change vs previous 13F +150,794 shares

    1.39% of the 13F portfolio, value $195,529,824.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 286,682 shares
    Change vs previous 13F +19,949 shares

    1.07% of the 13F portfolio, value $120,612,911.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 266,733 shares
    Change vs previous 13F +25,479 shares

    1% of the 13F portfolio, value $100,302,125.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 241,254 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $76,175,886.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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