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Independence Financial Advisors, LLC: MSFT position timeline

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

Independence Financial Advisors, LLC held 1,640 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,640 shares
    Change vs previous 13F -23 shares

    0.21% of the 13F portfolio, value $841,020.

    13F-HR 0002066080-26-000004 filed by Independence Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,663 shares
    Change vs previous 13F -582 shares

    0.16% of the 13F portfolio, value $620,357.

    13F-HR 0002066080-26-000003 filed by Independence Financial 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 ended2026-03-31
    13F 2,245 shares
    Change vs previous 13F -368 shares

    0.25% of the 13F portfolio, value $830,874.

    13F-HR 0002066080-26-000002 filed by Independence Financial 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 ended2025-12-31
    13F 2,613 shares
    Change vs previous 13F +14 shares

    0.35% of the 13F portfolio, value $1,263,541.

    13F-HR 0002066080-26-000001 filed by Independence Financial 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 ended2025-09-30
    13F 2,599 shares
    Change vs previous 13F -156 shares

    0.41% of the 13F portfolio, value $1,346,157.

    13F-HR 0002066080-25-000005 filed by Independence Financial 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 ended2025-06-30
    13F 2,755 shares
    Change vs previous 13F -54 shares

    0.53% of the 13F portfolio, value $1,370,234.

    13F-HR 0002066080-25-000004 filed by Independence Financial 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 ended2025-03-31
    13F 2,809 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,054,299.

    13F-HR 0002066080-25-000003 filed by Independence Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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