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DHK Financial Advisors, Inc.: MSFT position timeline

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

DHK Financial Advisors, Inc. held 1,885 MSFT shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 1,885 shares
    Change vs previous 13F -23 shares

    0.54% of the 13F portfolio, value $937,466.

    13F-HR 0001951757-25-001088 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 1,908 shares
    Change vs previous 13F -116 shares

    0.39% of the 13F portfolio, value $716,107.

    13F-HR 0001951757-25-000296 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 2,024 shares
    Change vs previous 13F +1 shares

    0.52% of the 13F portfolio, value $852,913.

    13F-HR 0001951757-25-000097 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 2,023 shares
    Change vs previous 13F -34 shares

    0.53% of the 13F portfolio, value $870,662.

    13F-HR 0001951757-24-001112 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 2,057 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $919,489.

    13F-HR 0001951757-24-000726 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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