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Disclosery

BALLAST ADVISORS LLC: MSFT position timeline

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

BALLAST ADVISORS LLC held 26,062 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,062 shares
    Change vs previous 13F +133 shares

    2.32% of the 13F portfolio, value $9,721,825.

    13F-HR 0001398344-26-014147 filed by BALLAST 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/A 25,929 shares
    Change vs previous 13F +435 shares

    2.79% of the 13F portfolio, value $9,598,219.

    13F-HR/A 0001803415-26-000003 filed by BALLAST 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 25,494 shares
    Change vs previous 13F -834 shares

    3.4% of the 13F portfolio, value $12,329,413.

    13F-HR 0001398344-26-001934 filed by BALLAST 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 26,328 shares
    Change vs previous 13F -725 shares

    3.76% of the 13F portfolio, value $13,636,473.

    13F-HR 0001398344-25-020738 filed by BALLAST 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 27,053 shares
    Change vs previous 13F -40 shares

    3.97% of the 13F portfolio, value $13,456,221.

    13F-HR 0001398344-25-014247 filed by BALLAST 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 27,093 shares
    Change vs previous 13F -182 shares

    3.24% of the 13F portfolio, value $10,170,585.

    13F-HR 0001398344-25-008869 filed by BALLAST 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 27,275 shares
    Change vs previous 13F +582 shares

    3.54% of the 13F portfolio, value $11,496,473.

    13F-HR 0001398344-25-002400 filed by BALLAST 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 26,693 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $11,485,973.

    13F-HR 0001398344-24-019649 filed by BALLAST ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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