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Disclosery

Aveo Capital Partners, LLC: MSFT position timeline

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

Aveo Capital Partners, LLC held 0 MSFT shares at 2025-06-30 per its 13F-HR filed 2025-08-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -5,537 shares

    13F-HR 0001765380-25-000401 filed by Aveo Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 5,537 shares
    Change vs previous 13F -5,390 shares

    0.4% of the 13F portfolio, value $2,399,245.

    13F-HR 0001765380-25-000216 filed by Aveo Capital Partners, LLC
    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 10,927 shares
    Change vs previous 13F -2,882 shares

    0.5% of the 13F portfolio, value $4,605,770.

    13F-HR 0001765380-25-000024 filed by Aveo Capital Partners, LLC
    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 13,809 shares
    Change vs previous 13F -3,979 shares

    0.63% of the 13F portfolio, value $5,941,991.

    13F-HR 0001765380-24-000442 filed by Aveo Capital Partners, LLC
    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 17,788 shares
    Change vs previous 13F -13,963 shares

    0.9% of the 13F portfolio, value $7,950,126.

    13F-HR 0001765380-24-000259 filed by Aveo Capital Partners, LLC
    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 31,751 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $12,912,022.

    13F-HR 0001765380-24-000185 filed by Aveo Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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