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Disclosery

Baer Investment Advisory LLC: MSFT position timeline

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

Baer Investment Advisory LLC held 3,843 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,843 shares
    Change vs previous 13F +183 shares

    2.24% of the 13F portfolio, value $1,971,075.

    13F-HR 0001754960-26-000849 filed by Baer Investment Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,660 shares
    Change vs previous 13F +14 shares

    1.71% of the 13F portfolio, value $1,406,465.

    13F-HR 0001754960-26-000758 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F/A 3,646 shares
    Change vs previous 13F -284 shares

    1.92% of the 13F portfolio, value $1,349,640.

    13F-HR/A 0001754960-26-000346 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,930 shares
    Change vs previous 13F -247 shares

    2.65% of the 13F portfolio, value $1,900,627.

    13F-HR 0001754960-26-000100 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,177 shares
    Change vs previous 13F +242 shares

    2.71% of the 13F portfolio, value $2,163,477.

    13F-HR 0001754960-25-000723 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 3,935 shares
    Change vs previous 13F -90 shares

    2.97% of the 13F portfolio, value $1,817,852.

    13F-HR/A 0001754960-25-000552 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,025 shares
    Change vs previous 13F -66 shares

    4.6% of the 13F portfolio, value $3,553,443.

    13F-HR 0001754960-25-000268 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,091 shares
    Change vs previous 13F not available

    4.82% of the 13F portfolio, value $4,471,586.

    13F-HR 0001754960-25-000152 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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