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Carson Advisory Inc.: MSFT position timeline

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

Carson Advisory Inc. held 8,261 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,261 shares
    Change vs previous 13F +206 shares

    1.42% of the 13F portfolio, value $3,081,536.

    13F-HR 0001909304-26-000005 filed by Carson Advisory Inc.
    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 8,055 shares
    Change vs previous 13F +366 shares

    1.55% of the 13F portfolio, value $2,981,634.

    13F-HR 0001909304-26-000003 filed by Carson Advisory Inc.
    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 7,689 shares
    Change vs previous 13F -45 shares

    1.93% of the 13F portfolio, value $3,718,362.

    13F-HR 0001909304-26-000001 filed by Carson Advisory Inc.
    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 7,734 shares
    Change vs previous 13F +16 shares

    2.16% of the 13F portfolio, value $4,005,626.

    13F-HR 0001909304-25-000006 filed by Carson Advisory Inc.
    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 7,718 shares
    Change vs previous 13F -21 shares

    2.44% of the 13F portfolio, value $3,838,887.

    13F-HR 0001909304-25-000004 filed by Carson Advisory Inc.
    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 7,739 shares
    Change vs previous 13F -29 shares

    1.96% of the 13F portfolio, value $2,905,084.

    13F-HR 0001909304-25-000002 filed by Carson Advisory Inc.
    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 7,768 shares
    Change vs previous 13F -2,198 shares

    2.28% of the 13F portfolio, value $3,274,095.

    13F-HR 0001909304-25-000001 filed by Carson Advisory Inc.
    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 9,966 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $4,288,262.

    13F-HR 0001909304-24-000005 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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