Legacy Advisory Services, LLC: MSFT position timeline

Legacy Advisory Services, LLC held 2,198 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,198 shares

   Change vs previous 13F +1,072 shares

   0.58% of the 13F portfolio, value $820,099.

   13F-HR 0001172661-26-002710 filed by Legacy Advisory Services, LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,126 shares

   Change vs previous 13F +1,126 shares

   0.32% of the 13F portfolio, value $416,976.

   13F-HR 0001172661-26-001694 filed by Legacy Advisory Services, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -7,110 shares

   13F-HR 0001172661-25-002415 filed by Legacy Advisory Services, LLC
   Filed 2025-05-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 7,110 shares

   Change vs previous 13F -1,985 shares

   2.56% of the 13F portfolio, value $2,999,462.

   13F-HR 0001172661-25-004320 filed by Legacy Advisory Services, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2024-09-30

   13F 9,095 shares

   Change vs previous 13F not available

   3.36% of the 13F portfolio, value $3,913,563.

   13F-HR 0001172661-25-004319 filed by Legacy Advisory Services, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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