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Caerus Investment Advisors, LLC: MSFT position timeline

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

Caerus Investment Advisors, LLC held 8,812 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,812 shares
    Change vs previous 13F +3,153 shares

    1.11% of the 13F portfolio, value $3,287,069.

    13F-HR 0001862682-26-000003 filed by Caerus Investment 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 5,659 shares
    Change vs previous 13F -482 shares

    0.88% of the 13F portfolio, value $2,094,815.

    13F-HR 0001862682-26-000002 filed by Caerus Investment 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 6,141 shares
    Change vs previous 13F +15 shares

    0.99% of the 13F portfolio, value $2,969,957.

    13F-HR 0001862682-26-000001 filed by Caerus Investment 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 6,126 shares
    Change vs previous 13F +3,677 shares

    1.3% of the 13F portfolio, value $3,173,191.

    13F-HR 0001862682-25-000002 filed by Caerus Investment 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 2,449 shares
    Change vs previous 13F 0 shares

    1.16% of the 13F portfolio, value $1,218,157.

    13F-HR 0001085146-25-005300 filed by Caerus Investment 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 2,449 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $919,330.

    13F-HR 0001085146-25-002408 filed by Caerus Investment 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 2,449 shares
    Change vs previous 13F 0 shares

    0.97% of the 13F portfolio, value $1,032,254.

    13F-HR 0001085146-25-001372 filed by Caerus Investment 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 2,449 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,053,805.

    13F-HR 0001085146-24-005889 filed by Caerus Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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