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KELLEHER FINANCIAL ADVISORS: MSFT position timeline

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

KELLEHER FINANCIAL ADVISORS held 57,918 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 57,918 shares
    Change vs previous 13F +19,399 shares

    3.07% of the 13F portfolio, value $21,604,659.

    13F-HR 0001999371-26-017142 filed by KELLEHER FINANCIAL ADVISORS
    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 38,519 shares
    Change vs previous 13F +523 shares

    3.82% of the 13F portfolio, value $15,109,520.

    13F-HR 0001999371-26-010268 filed by KELLEHER FINANCIAL ADVISORS
    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 37,996 shares
    Change vs previous 13F +4,661 shares

    4.21% of the 13F portfolio, value $18,375,913.

    13F-HR 0001999371-26-001248 filed by KELLEHER FINANCIAL ADVISORS
    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 33,335 shares
    Change vs previous 13F -6,126 shares

    4.31% of the 13F portfolio, value $17,265,891.

    13F-HR 0001999371-25-017935 filed by KELLEHER FINANCIAL ADVISORS
    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 39,461 shares
    Change vs previous 13F +1,564 shares

    6.81% of the 13F portfolio, value $19,628,703.

    13F-HR 0001172661-25-002961 filed by KELLEHER FINANCIAL ADVISORS
    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 37,897 shares
    Change vs previous 13F -2,424 shares

    5.67% of the 13F portfolio, value $14,226,324.

    13F-HR 0001172661-25-001804 filed by KELLEHER FINANCIAL ADVISORS
    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 40,321 shares
    Change vs previous 13F +92 shares

    6.42% of the 13F portfolio, value $16,995,522.

    13F-HR 0001172661-25-000245 filed by KELLEHER FINANCIAL ADVISORS
    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 40,229 shares
    Change vs previous 13F not available

    6.6% of the 13F portfolio, value $17,311,022.

    13F-HR 0001172661-24-004524 filed by KELLEHER FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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