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Certified Advisory Corp: MSFT position timeline

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

Certified Advisory Corp held 15,580 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,580 shares
    Change vs previous 13F -139 shares

    0.47% of the 13F portfolio, value $5,811,605.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 15,719 shares
    Change vs previous 13F +294 shares

    0.52% of the 13F portfolio, value $5,818,560.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 15,425 shares
    Change vs previous 13F -381 shares

    0.68% of the 13F portfolio, value $7,459,888.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 15,806 shares
    Change vs previous 13F +1,529 shares

    0.78% of the 13F portfolio, value $8,186,491.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 14,277 shares
    Change vs previous 13F +318 shares

    0.74% of the 13F portfolio, value $7,101,684.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 13,959 shares
    Change vs previous 13F -663 shares

    0.59% of the 13F portfolio, value $5,239,992.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 14,622 shares
    Change vs previous 13F +82 shares

    0.67% of the 13F portfolio, value $6,163,338.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 14,540 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $6,256,621.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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