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Financial & Tax Architects, LLC: MSFT position timeline

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

Financial & Tax Architects, LLC held 9,012 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,012 shares
    Change vs previous 13F +192 shares

    0.71% of the 13F portfolio, value $3,361,733.

    13F-HR 0001758543-26-000004 filed by Financial & Tax Architects, 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 8,820 shares
    Change vs previous 13F +697 shares

    0.73% of the 13F portfolio, value $3,264,826.

    13F-HR 0001758543-26-000003 filed by Financial & Tax Architects, 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 8,123 shares
    Change vs previous 13F +238 shares

    0.88% of the 13F portfolio, value $3,928,520.

    13F-HR 0001758543-26-000001 filed by Financial & Tax Architects, 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 7,885 shares
    Change vs previous 13F +2,101 shares

    0.9% of the 13F portfolio, value $4,084,107.

    13F-HR 0001758543-25-000002 filed by Financial & Tax Architects, 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 5,784 shares
    Change vs previous 13F +297 shares

    0.7% of the 13F portfolio, value $2,877,031.

    13F-HR 0001214659-25-012000 filed by Financial & Tax Architects, 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 5,487 shares
    Change vs previous 13F +139 shares

    0.52% of the 13F portfolio, value $2,059,652.

    13F-HR 0001214659-25-007031 filed by Financial & Tax Architects, 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 5,348 shares
    Change vs previous 13F +115 shares

    0.57% of the 13F portfolio, value $2,254,173.

    13F-HR 0001214659-25-000660 filed by Financial & Tax Architects, 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 5,233 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,251,577.

    13F-HR 0001214659-24-018843 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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