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Disclosery

Ellevest, Inc.: MSFT position timeline

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

Ellevest, Inc. held 28,290 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,290 shares
    Change vs previous 13F +1,857 shares

    1.24% of the 13F portfolio, value $10,489,273.

    13F-HR 0001644128-26-000007 filed by Ellevest, Inc.
    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 26,433 shares
    Change vs previous 13F -1,046 shares

    1.36% of the 13F portfolio, value $9,784,592.

    13F-HR 0001644128-26-000002 filed by Ellevest, Inc.
    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 27,479 shares
    Change vs previous 13F -443 shares

    1.84% of the 13F portfolio, value $13,289,197.

    13F-HR 0001644128-26-000001 filed by Ellevest, Inc.
    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 27,922 shares
    Change vs previous 13F -670 shares

    2.07% of the 13F portfolio, value $14,462,208.

    13F-HR 0001172661-25-005124 filed by Ellevest, Inc.
    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 28,592 shares
    Change vs previous 13F -639 shares

    2.27% of the 13F portfolio, value $14,221,704.

    13F-HR 0001172661-25-002885 filed by Ellevest, Inc.
    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 29,231 shares
    Change vs previous 13F -2,471 shares

    0.73% of the 13F portfolio, value $10,973,018.

    13F-HR 0001172661-25-001820 filed by Ellevest, Inc.
    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 31,702 shares
    Change vs previous 13F +1,676 shares

    0.77% of the 13F portfolio, value $13,362,355.

    13F-HR 0001172661-25-001068 filed by Ellevest, Inc.
    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 30,026 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $12,920,013.

    13F-HR 0001172661-24-004594 filed by Ellevest, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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