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FIDUCIARY FINANCIAL GROUP, LLC: MSFT position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 13,502 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,502 shares
    Change vs previous 13F -85 shares

    0.81% of the 13F portfolio, value $6,925,066.

    13F-HR 0001754960-26-000845 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,587 shares
    Change vs previous 13F +1,743 shares

    0.57% of the 13F portfolio, value $5,068,317.

    13F-HR 0001754960-26-000471 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,844 shares
    Change vs previous 13F +1,339 shares

    0.58% of the 13F portfolio, value $4,384,365.

    13F-HR 0001754960-26-000225 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,505 shares
    Change vs previous 13F +521 shares

    0.72% of the 13F portfolio, value $5,080,665.

    13F-HR 0001754960-26-000021 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,984 shares
    Change vs previous 13F +105 shares

    0.82% of the 13F portfolio, value $5,171,012.

    13F-HR 0001754960-25-000648 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,879 shares
    Change vs previous 13F +148 shares

    0.88% of the 13F portfolio, value $4,860,774.

    13F-HR 0001754960-25-000315 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,731 shares
    Change vs previous 13F +422 shares

    0.81% of the 13F portfolio, value $3,710,842.

    13F-HR 0001754960-25-000185 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,309 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $3,900,133.

    13F-HR 0001754960-25-000008 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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