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Helium Advisors LLC: MSFT position timeline

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

Helium Advisors LLC held 23,398 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,398 shares
    Change vs previous 13F -739 shares

    7.25% of the 13F portfolio, value $8,727,874.

    13F-HR 0002056653-26-000004 filed by Helium 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 24,137 shares
    Change vs previous 13F +7,062 shares

    8.53% of the 13F portfolio, value $8,934,726.

    13F-HR 0002056653-26-000003 filed by Helium 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 17,075 shares
    Change vs previous 13F -784 shares

    8.36% of the 13F portfolio, value $8,257,656.

    13F-HR 0002056653-26-000001 filed by Helium 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 17,859 shares
    Change vs previous 13F -1,068 shares

    7.72% of the 13F portfolio, value $9,250,100.

    13F-HR 0002056653-25-000005 filed by Helium 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 18,927 shares
    Change vs previous 13F -122 shares

    5.95% of the 13F portfolio, value $9,414,682.

    13F-HR 0002056653-25-000002 filed by Helium 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 19,049 shares
    Change vs previous 13F +11,232 shares

    5.2% of the 13F portfolio, value $7,150,739.

    13F-HR 0001510940-25-000001 filed by Helium 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 7,817 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $3,294,859.

    13F-HR 0002056653-25-000001 filed by Helium Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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