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Disclosery

B.O.S.S. Retirement Advisors, LLC: MSFT position timeline

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

B.O.S.S. Retirement Advisors, LLC held 13,930 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,930 shares
    Change vs previous 13F +2,269 shares

    1.4% of the 13F portfolio, value $5,196,250.

    13F-HR 0001964810-26-000008 filed by B.O.S.S. Retirement Advisors, 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 11,661 shares
    Change vs previous 13F -664 shares

    1.32% of the 13F portfolio, value $4,316,641.

    13F-HR 0001964810-26-000004 filed by B.O.S.S. Retirement Advisors, 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 12,325 shares
    Change vs previous 13F -2,824 shares

    1.88% of the 13F portfolio, value $5,960,380.

    13F-HR 0001964810-26-000002 filed by B.O.S.S. Retirement Advisors, 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 15,149 shares
    Change vs previous 13F -77 shares

    1.88% of the 13F portfolio, value $7,846,186.

    13F-HR 0001964810-25-000004 filed by B.O.S.S. Retirement Advisors, 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 15,226 shares
    Change vs previous 13F +2,293 shares

    1.9% of the 13F portfolio, value $7,573,801.

    13F-HR 0001085146-25-003968 filed by B.O.S.S. Retirement Advisors, 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 12,933 shares
    Change vs previous 13F -1,823 shares

    1.41% of the 13F portfolio, value $4,854,875.

    13F-HR 0001085146-25-002267 filed by B.O.S.S. Retirement Advisors, 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 14,756 shares
    Change vs previous 13F -38,260 shares

    1.74% of the 13F portfolio, value $6,219,503.

    13F-HR 0001085146-25-000378 filed by B.O.S.S. Retirement Advisors, 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 53,016 shares
    Change vs previous 13F not available

    4.59% of the 13F portfolio, value $22,812,984.

    13F-HR 0001085146-24-004941 filed by B.O.S.S. Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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