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Avior Wealth Management, LLC: MSFT position timeline

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

Avior Wealth Management, LLC held 58,055 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,055 shares
    Change vs previous 13F -3,975 shares

    0.57% of the 13F portfolio, value $21,655,714.

    13F-HR 0001754960-26-000402 filed by Avior Wealth Management, LLC
    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 62,030 shares
    Change vs previous 13F +8,165 shares

    0.65% of the 13F portfolio, value $22,961,651.

    13F-HR 0001754960-26-000212 filed by Avior Wealth Management, LLC
    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 53,865 shares
    Change vs previous 13F -1,396 shares

    0.81% of the 13F portfolio, value $26,050,025.

    13F-HR 0001754960-26-000005 filed by Avior Wealth Management, LLC
    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 55,261 shares
    Change vs previous 13F -2,176 shares

    0.92% of the 13F portfolio, value $28,622,651.

    13F-HR 0001754960-25-000798 filed by Avior Wealth Management, LLC
    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 57,437 shares
    Change vs previous 13F +5,845 shares

    0.99% of the 13F portfolio, value $28,569,524.

    13F-HR 0001754960-25-000419 filed by Avior Wealth Management, LLC
    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 51,592 shares
    Change vs previous 13F -5,032 shares

    0.74% of the 13F portfolio, value $19,367,082.

    13F-HR 0001754960-25-000218 filed by Avior Wealth Management, LLC
    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 56,624 shares
    Change vs previous 13F -1,264 shares

    0.87% of the 13F portfolio, value $23,867,408.

    13F-HR 0001599868-25-000001 filed by Avior Wealth Management, LLC
    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 57,888 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $24,909,248.

    13F-HR 0001599868-24-000011 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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