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Investment Advisory Group, LLC: MSFT position timeline

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

Investment Advisory Group, LLC held 12,771 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,771 shares
    Change vs previous 13F +827 shares

    1.03% of the 13F portfolio, value $4,763,754.

    13F-HR 0001951757-26-001112 filed by Investment Advisory Group, 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 11,944 shares
    Change vs previous 13F +303 shares

    1.12% of the 13F portfolio, value $4,421,340.

    13F-HR 0001951757-26-000704 filed by Investment Advisory Group, 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 11,641 shares
    Change vs previous 13F -219 shares

    1.45% of the 13F portfolio, value $5,629,673.

    13F-HR 0001951757-26-000283 filed by Investment Advisory Group, 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 11,860 shares
    Change vs previous 13F +115 shares

    1.67% of the 13F portfolio, value $6,142,749.

    13F-HR 0001951757-25-001244 filed by Investment Advisory Group, 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 11,745 shares
    Change vs previous 13F +445 shares

    1.77% of the 13F portfolio, value $5,842,288.

    13F-HR 0001951757-25-000952 filed by Investment Advisory Group, 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 11,300 shares
    Change vs previous 13F -1,664 shares

    1.42% of the 13F portfolio, value $4,242,004.

    13F-HR 0001951757-25-000353 filed by Investment Advisory Group, 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 12,964 shares
    Change vs previous 13F +583 shares

    1.83% of the 13F portfolio, value $5,464,413.

    13F-HR 0001951757-25-000066 filed by Investment Advisory Group, 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 12,381 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $5,327,448.

    13F-HR 0001951757-24-001033 filed by Investment Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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