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Ballew Advisors, Inc: MSFT position timeline

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

Ballew Advisors, Inc held 2,571 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,571 shares
    Change vs previous 13F -316 shares

    0.66% of the 13F portfolio, value $1,330,659.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,887 shares
    Change vs previous 13F +10 shares

    0.58% of the 13F portfolio, value $1,127,368.

    13F-HR 0001580642-26-004238 filed by Ballew Advisors, Inc
    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 2,877 shares
    Change vs previous 13F -22 shares

    0.61% of the 13F portfolio, value $1,073,500.

    13F-HR 0001580642-26-002441 filed by Ballew Advisors, Inc
    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 2,899 shares
    Change vs previous 13F +20 shares

    0.77% of the 13F portfolio, value $1,364,337.

    13F-HR 0001580642-26-000257 filed by Ballew Advisors, Inc
    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 2,879 shares
    Change vs previous 13F +233 shares

    0.83% of the 13F portfolio, value $1,478,822.

    13F-HR 0001580642-25-006581 filed by Ballew Advisors, Inc
    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 2,646 shares
    Change vs previous 13F +109 shares

    0.78% of the 13F portfolio, value $1,319,735.

    13F-HR 0001580642-25-004115 filed by Ballew Advisors, Inc
    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 2,537 shares
    Change vs previous 13F +39 shares

    0.66% of the 13F portfolio, value $985,353.

    13F-HR 0001580642-25-002392 filed by Ballew Advisors, Inc
    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 2,498 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,042,229.

    13F-HR 0001580642-25-000325 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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