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Cetera Investment Advisers: MSFT position timeline

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

Cetera Investment Advisers held 3,036,653 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,036,653 shares
    Change vs previous 13F +158,013 shares

    1.03% of the 13F portfolio, value $1,132,730,381.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 2,878,640 shares
    Change vs previous 13F +124,323 shares

    1.13% of the 13F portfolio, value $1,065,585,182.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 2,754,317 shares
    Change vs previous 13F +107,166 shares

    1.46% of the 13F portfolio, value $1,332,042,996.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 2,647,151 shares
    Change vs previous 13F +517,043 shares

    1.59% of the 13F portfolio, value $1,371,092,307.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 2,130,108 shares
    Change vs previous 13F +62,235 shares

    1.79% of the 13F portfolio, value $1,059,537,247.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 2,067,873 shares
    Change vs previous 13F +88,662 shares

    1.5% of the 13F portfolio, value $776,258,875.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 1,979,211 shares
    Change vs previous 13F +34,349 shares

    1.74% of the 13F portfolio, value $834,237,599.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 1,944,862 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $836,874,178.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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