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Cetera Trust Company, N.A: MSFT position timeline

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

Cetera Trust Company, N.A held 13,170 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,170 shares
    Change vs previous 13F 0 shares

    2.46% of the 13F portfolio, value $4,912,673.

    13F-HR 0002005547-26-000004 filed by Cetera Trust Company, N.A
    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 13,170 shares
    Change vs previous 13F -450 shares

    2.76% of the 13F portfolio, value $4,875,139.

    13F-HR 0002005547-26-000003 filed by Cetera Trust Company, N.A
    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 13,620 shares
    Change vs previous 13F +5 shares

    3.52% of the 13F portfolio, value $6,586,904.

    13F-HR 0002005547-26-000002 filed by Cetera Trust Company, N.A
    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 13,615 shares
    Change vs previous 13F -130 shares

    3.95% of the 13F portfolio, value $7,051,889.

    13F-HR 0002005547-25-000008 filed by Cetera Trust Company, N.A
    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 13,745 shares
    Change vs previous 13F -70 shares

    4.08% of the 13F portfolio, value $6,836,900.

    13F-HR 0002005547-25-000006 filed by Cetera Trust Company, N.A
    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 13,815 shares
    Change vs previous 13F -207 shares

    3.3% of the 13F portfolio, value $5,186,013.

    13F-HR 0002005547-25-000004 filed by Cetera Trust Company, N.A
    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 14,022 shares
    Change vs previous 13F -65 shares

    3.84% of the 13F portfolio, value $5,910,273.

    13F-HR 0002005547-25-000002 filed by Cetera Trust Company, N.A
    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 14,087 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $6,061,636.

    13F-HR 0002005547-24-000008 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

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