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CV Advisors LLC: MSFT position timeline

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

CV Advisors LLC held 44,774 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,774 shares
    Change vs previous 13F +8,644 shares

    3.16% of the 13F portfolio, value $16,701,634.

    13F-HR 0002085853-26-000784 filed by CV 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 36,130 shares
    Change vs previous 13F +330 shares

    3.65% of the 13F portfolio, value $13,374,270.

    13F-HR 0002085853-26-000544 filed by CV 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 35,800 shares
    Change vs previous 13F -155 shares

    4.42% of the 13F portfolio, value $17,313,623.

    13F-HR 0002085853-26-000052 filed by CV 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 35,955 shares
    Change vs previous 13F +239 shares

    5.16% of the 13F portfolio, value $18,622,913.

    13F-HR 0002085853-25-000124 filed by CV 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 35,716 shares
    Change vs previous 13F +443 shares

    5.46% of the 13F portfolio, value $17,765,515.

    13F-HR 0001667731-25-000964 filed by CV 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 35,273 shares
    Change vs previous 13F +2,092 shares

    4.65% of the 13F portfolio, value $13,216,731.

    13F-HR 0001667731-25-000474 filed by CV 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 33,181 shares
    Change vs previous 13F +9,349 shares

    4.84% of the 13F portfolio, value $13,901,492.

    13F-HR 0001667731-25-000230 filed by CV 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 23,832 shares
    Change vs previous 13F not available

    5.24% of the 13F portfolio, value $10,254,910.

    13F-HR 0001872254-24-000004 filed by CV Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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