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INVESTMENT ADVISORY SERVICES INC /TX /ADV: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INVESTMENT ADVISORY SERVICES INC /TX /ADV on MSFT, newest first. How the timeline and the estimate are built.

INVESTMENT ADVISORY SERVICES INC /TX /ADV held 36,139 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,139 shares
    Change vs previous 13F -503 shares

    3.88% of the 13F portfolio, value $13,480,592.

    13F-HR 0001214659-26-008502 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 36,642 shares
    Change vs previous 13F -738 shares

    4.31% of the 13F portfolio, value $13,563,752.

    13F-HR 0001214659-26-004799 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 37,380 shares
    Change vs previous 13F -964 shares

    5.66% of the 13F portfolio, value $18,077,783.

    13F-HR 0001214659-26-000732 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 38,344 shares
    Change vs previous 13F -290 shares

    6.26% of the 13F portfolio, value $19,860,159.

    13F-HR 0001214659-25-015202 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 38,634 shares
    Change vs previous 13F -1,021 shares

    6.41% of the 13F portfolio, value $19,216,895.

    13F-HR 0001214659-25-010500 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 39,655 shares
    Change vs previous 13F -5,368 shares

    5.38% of the 13F portfolio, value $14,886,011.

    13F-HR 0001214659-25-006298 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 45,023 shares
    Change vs previous 13F -3,815 shares

    6.69% of the 13F portfolio, value $18,977,153.

    13F-HR 0001214659-25-001439 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 48,838 shares
    Change vs previous 13F not available

    7.42% of the 13F portfolio, value $21,014,829.

    13F-HR 0001214659-24-017514 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    Filed (acceptance time not in the bulk data set), ingested

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