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IAM Advisory, LLC: MSFT position timeline

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

IAM Advisory, LLC held 8,822 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,822 shares
    Change vs previous 13F +298 shares

    0.64% of the 13F portfolio, value $3,290,891.

    13F-HR 0001951757-26-001001 filed by IAM Advisory, 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 8,524 shares
    Change vs previous 13F +269 shares

    0.71% of the 13F portfolio, value $3,155,145.

    13F-HR 0001951757-26-000576 filed by IAM Advisory, 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 8,255 shares
    Change vs previous 13F -185 shares

    0.89% of the 13F portfolio, value $3,992,271.

    13F-HR 0001951757-26-000017 filed by IAM Advisory, 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 8,440 shares
    Change vs previous 13F +1 shares

    0.98% of the 13F portfolio, value $4,371,526.

    13F-HR 0001951757-25-001179 filed by IAM Advisory, 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 8,439 shares
    Change vs previous 13F +19 shares

    1.01% of the 13F portfolio, value $4,197,745.

    13F-HR 0001951757-25-000585 filed by IAM Advisory, 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 8,420 shares
    Change vs previous 13F -120 shares

    0.82% of the 13F portfolio, value $3,160,851.

    13F-HR 0001951757-25-000329 filed by IAM Advisory, 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 8,540 shares
    Change vs previous 13F -76 shares

    0.91% of the 13F portfolio, value $3,599,452.

    13F-HR 0001951757-25-000046 filed by IAM Advisory, 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 8,616 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $3,707,622.

    13F-HR 0001951757-24-000971 filed by IAM Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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