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IFP Advisors, Inc: MSFT position timeline

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

IFP Advisors, Inc held 180,462 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 180,462 shares
    Change vs previous 13F +5,662 shares

    1.22% of the 13F portfolio, value $67,315,935.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, 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 174,800 shares
    Change vs previous 13F +51,221 shares

    1.34% of the 13F portfolio, value $64,705,716.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, 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 123,579 shares
    Change vs previous 13F +15,959 shares

    1.34% of the 13F portfolio, value $59,765,276.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, 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/A 107,620 shares
    Change vs previous 13F +5,881 shares

    1.45% of the 13F portfolio, value $55,741,779.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, 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 101,739 shares
    Change vs previous 13F -1,924 shares

    1.44% of the 13F portfolio, value $50,632,893.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, 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 103,663 shares
    Change vs previous 13F +11,712 shares

    1.2% of the 13F portfolio, value $38,928,034.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, 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 91,951 shares
    Change vs previous 13F +14,637 shares

    1.27% of the 13F portfolio, value $38,760,759.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, 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 77,314 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $33,270,838.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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