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Disclosery

Invst, LLC: MSFT position timeline

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

Invst, LLC held 12,661 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,661 shares
    Change vs previous 13F +1,006 shares

    0.46% of the 13F portfolio, value $4,722,714.

    13F-HR 0001867587-26-000005 filed by Invst, 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 11,655 shares
    Change vs previous 13F -1,275 shares

    0.49% of the 13F portfolio, value $4,314,254.

    13F-HR 0001867587-26-000004 filed by Invst, 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 12,930 shares
    Change vs previous 13F -162 shares

    0.68% of the 13F portfolio, value $6,253,175.

    13F-HR 0001867587-26-000002 filed by Invst, 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 13,092 shares
    Change vs previous 13F -212 shares

    0.77% of the 13F portfolio, value $6,780,802.

    13F-HR 0001867587-26-000001 filed by Invst, 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 13,304 shares
    Change vs previous 13F +839 shares

    0.82% of the 13F portfolio, value $6,617,436.

    13F-HR 0001867587-25-000005 filed by Invst, 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 12,465 shares
    Change vs previous 13F -2,538 shares

    0.64% of the 13F portfolio, value $4,679,238.

    13F-HR 0001867587-25-000003 filed by Invst, 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 15,003 shares
    Change vs previous 13F +403 shares

    0.77% of the 13F portfolio, value $6,323,948.

    13F-HR 0001867587-25-000002 filed by Invst, 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 14,600 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $6,282,475.

    13F-HR 0001867587-24-000004 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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