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Independent Advisor Alliance: MSFT position timeline

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

Independent Advisor Alliance held 310,605 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 310,605 shares
    Change vs previous 13F +3,885 shares

    2.71% of the 13F portfolio, value $115,861,703.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 306,720 shares
    Change vs previous 13F -30,788 shares

    1.22% of the 13F portfolio, value $113,538,435.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 337,508 shares
    Change vs previous 13F +7,074 shares

    3.96% of the 13F portfolio, value $163,225,516.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 330,434 shares
    Change vs previous 13F +15,272 shares

    4.45% of the 13F portfolio, value $171,148,039.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 315,162 shares
    Change vs previous 13F -8,356 shares

    4.52% of the 13F portfolio, value $156,764,494.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 323,518 shares
    Change vs previous 13F -2,493 shares

    4.01% of the 13F portfolio, value $121,445,325.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 326,011 shares
    Change vs previous 13F +25,572 shares

    1.82% of the 13F portfolio, value $137,414,418.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 300,439 shares
    Change vs previous 13F not available

    4.71% of the 13F portfolio, value $129,279,077.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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