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Disclosery

Intelligent Financial Strategies: MSFT position timeline

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

Intelligent Financial Strategies held 3,751 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,751 shares
    Change vs previous 13F -32 shares

    0.67% of the 13F portfolio, value $1,399,110.

    13F-HR 0001911000-26-000004 filed by Intelligent Financial Strategies
    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 3,783 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $1,400,266.

    13F-HR 0001911000-26-000002 filed by Intelligent Financial Strategies
    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 3,783 shares
    Change vs previous 13F -29 shares

    0.88% of the 13F portfolio, value $1,829,421.

    13F-HR 0001911000-26-000001 filed by Intelligent Financial Strategies
    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 3,812 shares
    Change vs previous 13F -1,085 shares

    0.96% of the 13F portfolio, value $1,974,303.

    13F-HR 0001911000-25-000008 filed by Intelligent Financial Strategies
    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 4,897 shares
    Change vs previous 13F 0 shares

    1.29% of the 13F portfolio, value $2,435,789.

    13F-HR 0001911000-25-000007 filed by Intelligent Financial Strategies
    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 4,897 shares
    Change vs previous 13F -808 shares

    0.96% of the 13F portfolio, value $1,838,196.

    13F-HR 0001911000-25-000005 filed by Intelligent Financial Strategies
    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 5,705 shares
    Change vs previous 13F -22 shares

    1.33% of the 13F portfolio, value $2,404,464.

    13F-HR 0001911000-25-000001 filed by Intelligent Financial Strategies
    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 5,727 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $2,464,479.

    13F-HR 0001911000-24-000005 filed by Intelligent Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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