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Financial Perspectives, Inc: MSFT position timeline

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

Financial Perspectives, Inc held 35,154 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,154 shares
    Change vs previous 13F +1,725 shares

    3.19% of the 13F portfolio, value $13,112,985.

    13F-HR 0002003287-26-000003 filed by Financial Perspectives, Inc
    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 33,429 shares
    Change vs previous 13F +204 shares

    3.45% of the 13F portfolio, value $12,374,426.

    13F-HR 0002003287-26-000002 filed by Financial Perspectives, Inc
    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 33,225 shares
    Change vs previous 13F -25 shares

    4.33% of the 13F portfolio, value $16,068,342.

    13F-HR 0002003287-26-000001 filed by Financial Perspectives, Inc
    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 33,250 shares
    Change vs previous 13F -409 shares

    4.78% of the 13F portfolio, value $17,221,683.

    13F-HR 0002003287-25-000006 filed by Financial Perspectives, Inc
    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 33,659 shares
    Change vs previous 13F +549 shares

    5.06% of the 13F portfolio, value $16,742,111.

    13F-HR 0002003287-25-000004 filed by Financial Perspectives, Inc
    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 33,110 shares
    Change vs previous 13F -427 shares

    4.26% of the 13F portfolio, value $12,431,915.

    13F-HR 0002003287-25-000003 filed by Financial Perspectives, Inc
    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 33,537 shares
    Change vs previous 13F +541 shares

    4.75% of the 13F portfolio, value $14,135,825.

    13F-HR 0002003287-25-000001 filed by Financial Perspectives, Inc
    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 32,996 shares
    Change vs previous 13F not available

    4.92% of the 13F portfolio, value $14,198,355.

    13F-HR 0002003287-24-000021 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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