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Disclosery

Fiduciary Alliance LLC: MSFT position timeline

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

Fiduciary Alliance LLC held 87,984 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,984 shares
    Change vs previous 13F -27,585 shares

    2.22% of the 13F portfolio, value $32,819,558.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 115,569 shares
    Change vs previous 13F -625 shares

    2.87% of the 13F portfolio, value $47,524,366.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 116,194 shares
    Change vs previous 13F -2,994 shares

    3.67% of the 13F portfolio, value $56,193,826.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 119,188 shares
    Change vs previous 13F -1,857 shares

    4.14% of the 13F portfolio, value $61,733,270.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 121,045 shares
    Change vs previous 13F +18,853 shares

    4.49% of the 13F portfolio, value $60,208,842.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 102,192 shares
    Change vs previous 13F +1,940 shares

    3.77% of the 13F portfolio, value $38,361,779.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 100,252 shares
    Change vs previous 13F +12,270 shares

    4.27% of the 13F portfolio, value $42,256,108.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance 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 87,982 shares
    Change vs previous 13F not available

    5.02% of the 13F portfolio, value $37,858,701.

    13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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