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Compound Global Advisors, LLC: MSFT position timeline

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

Compound Global Advisors, LLC held 601 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 601 shares
    Change vs previous 13F +100 shares

    5.54% of the 13F portfolio, value $224,185.

    13F-HR 0001962450-26-000005 filed by Compound Global 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 501 shares
    Change vs previous 13F +345 shares

    5.75% of the 13F portfolio, value $185,455.

    13F-HR 0001962450-26-000003 filed by Compound Global 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 156 shares
    Change vs previous 13F 0 shares

    4.18% of the 13F portfolio, value $75,445.

    13F-HR 0001962450-26-000002 filed by Compound Global 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 156 shares
    Change vs previous 13F 0 shares

    4.38% of the 13F portfolio, value $80,800.

    13F-HR 0001962450-25-000008 filed by Compound Global 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 156 shares
    Change vs previous 13F -2,373 shares

    7.07% of the 13F portfolio, value $77,596.

    13F-HR 0001962450-25-000006 filed by Compound Global 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 2,529 shares
    Change vs previous 13F -971 shares

    5.32% of the 13F portfolio, value $900,936.

    13F-HR 0001962450-25-000005 filed by Compound Global 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 3,500 shares
    Change vs previous 13F not available

    6% of the 13F portfolio, value $1,475,250.

    13F-HR 0001962450-25-000003 filed by Compound Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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