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Heck Capital Advisors, LLC: MSFT position timeline

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

Heck Capital Advisors, LLC held 35,800 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,800 shares
    Change vs previous 13F +22,229 shares

    0.8% of the 13F portfolio, value $13,353,977.

    13F-HR 0002085853-26-000687 filed by Heck Capital Advisors, 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 13,571 shares
    Change vs previous 13F +7,910 shares

    0.37% of the 13F portfolio, value $5,023,578.

    13F-HR 0002085853-26-000390 filed by Heck Capital Advisors, 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 5,661 shares
    Change vs previous 13F -380 shares

    0.2% of the 13F portfolio, value $2,737,773.

    13F-HR 0002085853-26-000049 filed by Heck Capital Advisors, 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 6,041 shares
    Change vs previous 13F +245 shares

    0.24% of the 13F portfolio, value $3,128,888.

    13F-HR 0002085853-25-000150 filed by Heck Capital Advisors, 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 5,796 shares
    Change vs previous 13F +348 shares

    0.25% of the 13F portfolio, value $2,883,077.

    13F-HR 0001667731-25-000926 filed by Heck Capital Advisors, 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 5,448 shares
    Change vs previous 13F +2,096 shares

    0.23% of the 13F portfolio, value $2,045,125.

    13F-HR 0001140361-25-018424 filed by Heck Capital Advisors, 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/A 3,352 shares
    Change vs previous 13F -4 shares

    0.16% of the 13F portfolio, value $1,412,868.

    13F-HR/A 0001140361-25-018641 filed by Heck Capital Advisors, 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 3,356 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,444,087.

    13F-HR 0001140361-25-019783 filed by Heck Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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