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HighPoint Advisor Group LLC: MSFT position timeline

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

HighPoint Advisor Group LLC held 59,092 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,092 shares
    Change vs previous 13F +1,116 shares

    0.78% of the 13F portfolio, value $22,042,523.

    13F-HR 0001616034-26-000005 filed by HighPoint Advisor Group 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 57,976 shares
    Change vs previous 13F -207,487 shares

    0.9% of the 13F portfolio, value $21,460,925.

    13F-HR 0001616034-26-000004 filed by HighPoint Advisor Group 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/A 265,463 shares
    Change vs previous 13F +58,828 shares

    2.82% of the 13F portfolio, value $128,383,284.

    13F-HR 0001616034-26-000001 filed by HighPoint Advisor Group 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 206,635 shares
    Change vs previous 13F +4,454 shares

    5.1% of the 13F portfolio, value $107,026,634.

    13F-HR 0001616034-25-000010 filed by HighPoint Advisor Group 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 202,181 shares
    Change vs previous 13F +7,562 shares

    5.34% of the 13F portfolio, value $100,566,747.

    13F-HR 0001616034-25-000008 filed by HighPoint Advisor Group 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 194,619 shares
    Change vs previous 13F +1,744 shares

    4.46% of the 13F portfolio, value $76,687,714.

    13F-HR 0001616034-25-000006 filed by HighPoint Advisor Group 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 192,875 shares
    Change vs previous 13F +6,511 shares

    4.32% of the 13F portfolio, value $79,462,417.

    13F-HR 0001616034-25-000003 filed by HighPoint Advisor Group 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 186,364 shares
    Change vs previous 13F not available

    4.67% of the 13F portfolio, value $80,192,469.

    13F-HR 0001616034-24-000009 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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