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Ellsworth Advisors, LLC: MSFT position timeline

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

Ellsworth Advisors, LLC held 25,878 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,878 shares
    Change vs previous 13F +6,186 shares

    1.68% of the 13F portfolio, value $10,237,961.

    13F-HR 0001843553-26-000004 filed by Ellsworth 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 19,692 shares
    Change vs previous 13F +1,676 shares

    1.37% of the 13F portfolio, value $7,289,267.

    13F-HR 0001843553-26-000003 filed by Ellsworth 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 18,016 shares
    Change vs previous 13F +1,232 shares

    1.63% of the 13F portfolio, value $8,227,223.

    13F-HR 0001843553-26-000001 filed by Ellsworth 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 16,784 shares
    Change vs previous 13F +526 shares

    1.84% of the 13F portfolio, value $8,617,316.

    13F-HR 0001843553-25-000008 filed by Ellsworth 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 16,258 shares
    Change vs previous 13F +343 shares

    1.97% of the 13F portfolio, value $8,086,997.

    13F-HR 0001843553-25-000007 filed by Ellsworth 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 15,915 shares
    Change vs previous 13F +763 shares

    1.57% of the 13F portfolio, value $5,974,203.

    13F-HR 0001843553-25-000004 filed by Ellsworth 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 15,152 shares
    Change vs previous 13F +4,933 shares

    1.67% of the 13F portfolio, value $6,386,752.

    13F-HR 0001843553-25-000001 filed by Ellsworth 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 10,219 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $4,397,222.

    13F-HR 0001843553-24-000004 filed by Ellsworth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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