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COOPER/HAIMS ADVISORS, LLC: MSFT position timeline

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

COOPER/HAIMS ADVISORS, LLC held 6,389 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,389 shares
    Change vs previous 13F -163 shares

    1.03% of the 13F portfolio, value $2,383,080.

    13F-HR 0001654033-26-000004 filed by COOPER/HAIMS 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 6,552 shares
    Change vs previous 13F -525 shares

    1.14% of the 13F portfolio, value $2,425,268.

    13F-HR 0001654033-26-000003 filed by COOPER/HAIMS 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 7,077 shares
    Change vs previous 13F +169 shares

    1.56% of the 13F portfolio, value $3,422,668.

    13F-HR 0001654033-26-000001 filed by COOPER/HAIMS 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 6,908 shares
    Change vs previous 13F +19 shares

    1.67% of the 13F portfolio, value $3,578,167.

    13F-HR 0001654033-25-000010 filed by COOPER/HAIMS 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 6,889 shares
    Change vs previous 13F +166 shares

    1.69% of the 13F portfolio, value $3,426,490.

    13F-HR 0001654033-25-000009 filed by COOPER/HAIMS 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 6,723 shares
    Change vs previous 13F -64 shares

    1.37% of the 13F portfolio, value $2,523,760.

    13F-HR 0001654033-25-000003 filed by COOPER/HAIMS 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 6,787 shares
    Change vs previous 13F -116 shares

    1.62% of the 13F portfolio, value $2,860,827.

    13F-HR 0001654033-25-000001 filed by COOPER/HAIMS 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 6,903 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $2,970,344.

    13F-HR 0001654033-24-000007 filed by COOPER/HAIMS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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