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Clearstead Advisors, LLC: MSFT position timeline

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

Clearstead Advisors, LLC held 570,657 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 570,657 shares
    Change vs previous 13F -338,900 shares

    2.01% of the 13F portfolio, value $212,865,902.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
    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 909,557 shares
    Change vs previous 13F +579,893 shares

    3.08% of the 13F portfolio, value $336,690,744.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
    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 329,664 shares
    Change vs previous 13F +16,516 shares

    2.01% of the 13F portfolio, value $159,431,958.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
    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 313,148 shares
    Change vs previous 13F -3,276 shares

    2.36% of the 13F portfolio, value $162,194,975.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
    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 316,424 shares
    Change vs previous 13F +7,349 shares

    2.21% of the 13F portfolio, value $157,392,533.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
    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 309,075 shares
    Change vs previous 13F +7,899 shares

    1.8% of the 13F portfolio, value $116,023,735.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    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 301,176 shares
    Change vs previous 13F -5,639 shares

    1.93% of the 13F portfolio, value $126,945,342.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    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 306,815 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $132,022,503.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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