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Brendel Financial Advisors LLC: MSFT position timeline

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

Brendel Financial Advisors LLC held 11,056 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,056 shares
    Change vs previous 13F +143 shares

    1.91% of the 13F portfolio, value $4,124,142.

    13F-HR 0001768065-26-000003 filed by Brendel Financial 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 10,913 shares
    Change vs previous 13F +1,843 shares

    2% of the 13F portfolio, value $4,039,689.

    13F-HR 0001768065-26-000002 filed by Brendel Financial 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 9,070 shares
    Change vs previous 13F +255 shares

    2.16% of the 13F portfolio, value $4,386,459.

    13F-HR 0001768065-26-000001 filed by Brendel Financial 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 8,815 shares
    Change vs previous 13F +341 shares

    2.34% of the 13F portfolio, value $4,565,744.

    13F-HR 0001768065-25-000006 filed by Brendel Financial 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 8,474 shares
    Change vs previous 13F +162 shares

    2.36% of the 13F portfolio, value $4,215,000.

    13F-HR 0001768065-25-000004 filed by Brendel Financial 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 8,312 shares
    Change vs previous 13F +36 shares

    1.9% of the 13F portfolio, value $3,120,000.

    13F-HR 0001768065-25-000003 filed by Brendel Financial 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 8,276 shares
    Change vs previous 13F +312 shares

    2.11% of the 13F portfolio, value $3,488,000.

    13F-HR 0001768065-25-000001 filed by Brendel Financial 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 7,964 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $3,427,000.

    13F-HR 0001768065-24-000005 filed by Brendel Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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