Skip to content
Disclosery

Financial Advisory Group: MSFT position timeline

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

Financial Advisory Group held 7,245 MSFT shares at 2024-03-31 per its 13F-HR filed 2024-05-10.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 7,245 shares
    Change vs previous 13F -30 shares

    0.54% of the 13F portfolio, value $3,048,024.

    13F-HR 0001539338-24-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 7,275 shares
    Change vs previous 13F -218 shares

    0.52% of the 13F portfolio, value $2,735,854.

    13F-HR 0001539338-24-000002 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 7,493 shares
    Change vs previous 13F -216 shares

    0.49% of the 13F portfolio, value $2,366,004.

    13F-HR 0001539338-23-000009 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 7,709 shares
    Change vs previous 13F +270 shares

    0.52% of the 13F portfolio, value $2,625,268.

    13F-HR 0001539338-23-000006 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 7,439 shares
    Change vs previous 13F +107 shares

    0.43% of the 13F portfolio, value $2,144,653.

    13F-HR 0001539338-23-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 7,332 shares
    Change vs previous 13F -336 shares

    0.37% of the 13F portfolio, value $1,758,000.

    13F-HR 0001539338-23-000001 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 7,668 shares
    Change vs previous 13F -154 shares

    0.4% of the 13F portfolio, value $1,786,000.

    13F-HR 0001539338-22-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 7,822 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,009,000.

    13F-HR 0001539338-22-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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