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Carrera Capital Advisors: MSFT position timeline

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

Carrera Capital Advisors held 8,054 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,054 shares
    Change vs previous 13F +816 shares

    0.45% of the 13F portfolio, value $3,004,462.

    13F-HR 0002035329-26-000004 filed by Carrera Capital 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 7,238 shares
    Change vs previous 13F +353 shares

    0.41% of the 13F portfolio, value $2,679,316.

    13F-HR 0002035329-26-000002 filed by Carrera Capital 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 6,885 shares
    Change vs previous 13F +294 shares

    0.56% of the 13F portfolio, value $3,329,722.

    13F-HR 0002035329-26-000001 filed by Carrera Capital 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 6,591 shares
    Change vs previous 13F +222 shares

    0.61% of the 13F portfolio, value $3,413,655.

    13F-HR 0002035329-25-000007 filed by Carrera Capital 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 6,369 shares
    Change vs previous 13F +84 shares

    0.64% of the 13F portfolio, value $3,168,109.

    13F-HR 0002035329-25-000004 filed by Carrera Capital 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 6,285 shares
    Change vs previous 13F +601 shares

    0.52% of the 13F portfolio, value $2,359,507.

    13F-HR 0002035329-25-000002 filed by Carrera Capital 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 5,684 shares
    Change vs previous 13F +587 shares

    0.56% of the 13F portfolio, value $2,395,688.

    13F-HR 0002035329-25-000001 filed by Carrera Capital 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 5,097 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,193,267.

    13F-HR 0002035329-24-000003 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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