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Koenig Investment Advisory, LLC: MSFT position timeline

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

Koenig Investment Advisory, LLC held 19,386 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,386 shares
    Change vs previous 13F -724 shares

    7.28% of the 13F portfolio, value $9,943,328.

    13F-HR 0002114481-26-000005 filed by Koenig Investment Advisory, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,110 shares
    Change vs previous 13F -13 shares

    5.83% of the 13F portfolio, value $7,501,308.

    13F-HR 0002114481-26-000003 filed by Koenig Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 20,123 shares
    Change vs previous 13F -325 shares

    6.33% of the 13F portfolio, value $7,448,992.

    13F-HR 0002114481-26-000002 filed by Koenig Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 20,448 shares
    Change vs previous 13F not available

    6.66% of the 13F portfolio, value $8,214,385.

    13F-HR 0002114481-26-000001 filed by Koenig Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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