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Disclosery

Financial Advocates Investment Management: MSFT position timeline

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

Financial Advocates Investment Management held 4,562 MSFT shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 4,562 shares
    Change vs previous 13F -48,106 shares

    1.33% of the 13F portfolio, value $2,362,812.

    13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 52,668 shares
    Change vs previous 13F +23,990 shares

    2.14% of the 13F portfolio, value $26,197,638.

    13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 28,678 shares
    Change vs previous 13F -87,744 shares

    0.76% of the 13F portfolio, value $10,765,262.

    13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 116,422 shares
    Change vs previous 13F -3,774 shares

    2.8% of the 13F portfolio, value $49,071,857.

    13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 120,196 shares
    Change vs previous 13F +1,025 shares

    2.93% of the 13F portfolio, value $51,720,127.

    13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 119,171 shares
    Change vs previous 13F -10,192 shares

    3.31% of the 13F portfolio, value $53,263,751.

    13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 129,363 shares
    Change vs previous 13F -5,471 shares

    3.16% of the 13F portfolio, value $54,425,497.

    13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 134,834 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $50,702,930.

    13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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