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HOEY INVESTMENTS, INC: MSFT position timeline

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

HOEY INVESTMENTS, INC held 106,736 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,736 shares
    Change vs previous 13F -5,175 shares

    5.25% of the 13F portfolio, value $39,814,745.

    13F-HR 0001799544-26-000004 filed by HOEY INVESTMENTS, 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 111,911 shares
    Change vs previous 13F -9,254 shares

    6.11% of the 13F portfolio, value $41,426,026.

    13F-HR 0001799544-26-000002 filed by HOEY INVESTMENTS, 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 121,165 shares
    Change vs previous 13F -424 shares

    7.95% of the 13F portfolio, value $58,597,987.

    13F-HR 0001799544-26-000001 filed by HOEY INVESTMENTS, 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 121,589 shares
    Change vs previous 13F +760 shares

    8.52% of the 13F portfolio, value $62,977,069.

    13F-HR 0001799544-25-000005 filed by HOEY INVESTMENTS, 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 120,829 shares
    Change vs previous 13F +7,869 shares

    9% of the 13F portfolio, value $60,101,485.

    13F-HR 0001799544-25-000004 filed by HOEY INVESTMENTS, 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 112,960 shares
    Change vs previous 13F -21,559 shares

    8.4% of the 13F portfolio, value $42,403,913.

    13F-HR 0001799544-25-000002 filed by HOEY INVESTMENTS, 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 134,519 shares
    Change vs previous 13F -9,208 shares

    9.65% of the 13F portfolio, value $56,699,765.

    13F-HR 0001799544-25-000001 filed by HOEY INVESTMENTS, 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 143,727 shares
    Change vs previous 13F not available

    12.28% of the 13F portfolio, value $64,238,568.

    13F-HR 0001799544-24-000008 filed by HOEY INVESTMENTS, INC
    Filed (acceptance time not in the bulk data set), ingested

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