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Centerpoint Advisory Group: MSFT position timeline

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

Centerpoint Advisory Group held 5,560 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,560 shares
    Change vs previous 13F +170 shares

    1.32% of the 13F portfolio, value $2,074,008.

    13F-HR 0002085853-26-000899 filed by Centerpoint Advisory Group
    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 5,390 shares
    Change vs previous 13F -14 shares

    1.5% of the 13F portfolio, value $1,995,237.

    13F-HR 0002085853-26-000522 filed by Centerpoint Advisory Group
    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 5,404 shares
    Change vs previous 13F -315 shares

    2.01% of the 13F portfolio, value $2,613,505.

    13F-HR 0002085853-26-000190 filed by Centerpoint Advisory Group
    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 5,719 shares
    Change vs previous 13F -98 shares

    2.31% of the 13F portfolio, value $2,962,182.

    13F-HR 0002085853-25-000219 filed by Centerpoint Advisory Group
    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 5,817 shares
    Change vs previous 13F +239 shares

    2.51% of the 13F portfolio, value $2,893,454.

    13F-HR 0001667731-25-001053 filed by Centerpoint Advisory Group
    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 5,578 shares
    Change vs previous 13F -92 shares

    2.06% of the 13F portfolio, value $2,093,940.

    13F-HR 0001667731-25-000479 filed by Centerpoint Advisory Group
    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 5,670 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $2,389,924.

    13F-HR 0001667731-25-000186 filed by Centerpoint Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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