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COLLECTIVE FAMILY OFFICE LLC: MSFT position timeline

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

COLLECTIVE FAMILY OFFICE LLC held 5,687 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,687 shares
    Change vs previous 13F -197 shares

    0.6% of the 13F portfolio, value $2,916,862.

    13F-HR 0001845066-26-000006 filed by COLLECTIVE FAMILY OFFICE LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,884 shares
    Change vs previous 13F -421 shares

    0.45% of the 13F portfolio, value $2,194,850.

    13F-HR 0001845066-26-000004 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,305 shares
    Change vs previous 13F -49 shares

    0.53% of the 13F portfolio, value $2,333,922.

    13F-HR 0001845066-26-000003 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,354 shares
    Change vs previous 13F +690 shares

    0.71% of the 13F portfolio, value $3,072,921.

    13F-HR 0001845066-26-000001 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,664 shares
    Change vs previous 13F -109 shares

    0.7% of the 13F portfolio, value $2,933,669.

    13F-HR 0001845066-25-000009 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,773 shares
    Change vs previous 13F -933 shares

    0.74% of the 13F portfolio, value $2,871,548.

    13F-HR 0001845066-25-000007 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,706 shares
    Change vs previous 13F -626 shares

    0.68% of the 13F portfolio, value $2,517,365.

    13F-HR 0001845066-25-000005 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,332 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $3,090,438.

    13F-HR 0001845066-25-000002 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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