Skip to content
Disclosery

Brown Financial Advisors: MSFT position timeline

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

Brown Financial Advisors held 13,169 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,169 shares
    Change vs previous 13F -2,341 shares

    1.72% of the 13F portfolio, value $4,912,114.

    13F-HR 0002035548-26-000006 filed by Brown Financial Advisors
    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 15,510 shares
    Change vs previous 13F +1,079 shares

    2.17% of the 13F portfolio, value $5,741,152.

    13F-HR 0002035548-26-000002 filed by Brown Financial Advisors
    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 14,431 shares
    Change vs previous 13F -11 shares

    2.55% of the 13F portfolio, value $6,978,878.

    13F-HR 0002035548-26-000001 filed by Brown Financial Advisors
    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 14,442 shares
    Change vs previous 13F +112 shares

    2.76% of the 13F portfolio, value $7,479,975.

    13F-HR 0002035548-25-000005 filed by Brown Financial Advisors
    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 14,330 shares
    Change vs previous 13F -929 shares

    2.78% of the 13F portfolio, value $7,127,637.

    13F-HR 0002035548-25-000003 filed by Brown Financial Advisors
    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 15,259 shares
    Change vs previous 13F +2,269 shares

    2.36% of the 13F portfolio, value $5,727,888.

    13F-HR 0002035548-25-000002 filed by Brown Financial Advisors
    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 12,990 shares
    Change vs previous 13F +1,768 shares

    2.2% of the 13F portfolio, value $5,475,074.

    13F-HR 0002035548-25-000001 filed by Brown Financial Advisors
    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 11,222 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $4,828,611.

    13F-HR 0002035548-24-000003 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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