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Disclosery

Carroll Advisory Group, LLC: MSFT position timeline

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

Carroll Advisory Group, LLC held 2,563 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,563 shares
    Change vs previous 13F -42 shares

    0.31% of the 13F portfolio, value $956,161.

    13F-HR 0002108684-26-000004 filed by Carroll Advisory Group, 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 2,605 shares
    Change vs previous 13F -841 shares

    0.37% of the 13F portfolio, value $964,189.

    13F-HR 0002108684-26-000002 filed by Carroll Advisory Group, 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 3,446 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,666,683.

    13F-HR 0002108684-26-000001 filed by Carroll Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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