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Citadel Investment Advisory, Inc.: MSFT position timeline

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

Citadel Investment Advisory, Inc. held 14,568 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,568 shares
    Change vs previous 13F 0 shares

    2.47% of the 13F portfolio, value $5,434,000.

    13F-HR 0001811907-26-000003 filed by Citadel Investment 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 14,568 shares
    Change vs previous 13F -349 shares

    2.57% of the 13F portfolio, value $5,393,000.

    13F-HR 0001811907-26-000002 filed by Citadel Investment 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 14,917 shares
    Change vs previous 13F -10 shares

    3.12% of the 13F portfolio, value $7,214,000.

    13F-HR 0001811907-26-000001 filed by Citadel Investment 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 14,927 shares
    Change vs previous 13F 0 shares

    3.54% of the 13F portfolio, value $7,726,000.

    13F-HR 0001811907-25-000005 filed by Citadel Investment 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 14,927 shares
    Change vs previous 13F -954 shares

    3.6% of the 13F portfolio, value $7,425,000.

    13F-HR 0001811907-25-000003 filed by Citadel Investment 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 15,881 shares
    Change vs previous 13F +35 shares

    2.93% of the 13F portfolio, value $5,962,000.

    13F-HR 0001811907-25-000002 filed by Citadel Investment 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 15,846 shares
    Change vs previous 13F +402 shares

    3.46% of the 13F portfolio, value $6,679,000.

    13F-HR 0001811907-25-000001 filed by Citadel Investment 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 15,444 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $6,646,000.

    13F-HR 0001811907-24-000004 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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