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Intrua Financial, LLC: MSFT position timeline

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

Intrua Financial, LLC held 20,153 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 20,153 shares
    Change vs previous 13F +348 shares

    0.71% of the 13F portfolio, value $7,517,416.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, 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 19,805 shares
    Change vs previous 13F +394 shares

    0.78% of the 13F portfolio, value $7,331,200.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, 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 19,411 shares
    Change vs previous 13F +498 shares

    1.03% of the 13F portfolio, value $9,387,392.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, 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 18,913 shares
    Change vs previous 13F +1,088 shares

    1.15% of the 13F portfolio, value $9,795,907.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, 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 17,825 shares
    Change vs previous 13F +645 shares

    1.27% of the 13F portfolio, value $8,866,185.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, 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 17,180 shares
    Change vs previous 13F +41 shares

    1.01% of the 13F portfolio, value $6,449,242.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, 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 17,139 shares
    Change vs previous 13F -957 shares

    1.17% of the 13F portfolio, value $7,224,098.

    13F-HR 0001085146-25-003408 filed by Intrua Financial, 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 18,096 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $7,786,778.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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