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Disclosery

Finivi Inc.: MSFT position timeline

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

Finivi Inc. held 13,677 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,677 shares
    Change vs previous 13F +56 shares

    2.62% of the 13F portfolio, value $5,101,798.

    13F-HR 0002085853-26-000668 filed by Finivi 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 13,621 shares
    Change vs previous 13F +629 shares

    2.75% of the 13F portfolio, value $5,042,134.

    13F-HR 0002085853-26-000338 filed by Finivi 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 12,992 shares
    Change vs previous 13F -200 shares

    3.63% of the 13F portfolio, value $6,283,381.

    13F-HR 0002085853-26-000104 filed by Finivi 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 13,192 shares
    Change vs previous 13F +14 shares

    4.35% of the 13F portfolio, value $6,832,930.

    13F-HR 0002085853-25-000310 filed by Finivi 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 13,178 shares
    Change vs previous 13F +280 shares

    4.44% of the 13F portfolio, value $6,554,684.

    13F-HR 0002085853-25-000309 filed by Finivi 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 12,898 shares
    Change vs previous 13F +484 shares

    3.9% of the 13F portfolio, value $4,841,708.

    13F-HR 0002085853-25-000308 filed by Finivi 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 12,414 shares
    Change vs previous 13F -367 shares

    4.18% of the 13F portfolio, value $5,232,691.

    13F-HR 0002085853-25-000307 filed by Finivi 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 12,781 shares
    Change vs previous 13F not available

    4.46% of the 13F portfolio, value $5,499,524.

    13F-HR 0002085853-25-000306 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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