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Disclosery

Evanson Asset Management, LLC: MSFT position timeline

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

Evanson Asset Management, LLC held 27,261 MSFT shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 27,261 shares
    Change vs previous 13F -871 shares

    0.54% of the 13F portfolio, value $10,091,355.

    13F-HR 0001626379-26-000002 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 28,132 shares
    Change vs previous 13F -336 shares

    0.73% of the 13F portfolio, value $13,605,393.

    13F-HR 0001626379-26-000001 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 28,468 shares
    Change vs previous 13F +71 shares

    0.83% of the 13F portfolio, value $14,745,131.

    13F-HR 0001085146-25-005927 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 28,397 shares
    Change vs previous 13F +1,075 shares

    0.88% of the 13F portfolio, value $14,125,048.

    13F-HR 0001085146-25-003862 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 27,322 shares
    Change vs previous 13F -192 shares

    0.73% of the 13F portfolio, value $10,256,274.

    13F-HR 0001085146-25-002223 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 27,514 shares
    Change vs previous 13F -290 shares

    0.79% of the 13F portfolio, value $11,597,355.

    13F-HR 0001085146-25-000238 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 27,804 shares
    Change vs previous 13F -1,003 shares

    0.84% of the 13F portfolio, value $11,964,022.

    13F-HR 0001085146-24-004669 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 28,807 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $12,875,505.

    13F-HR 0001085146-24-002926 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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