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Disclosery

M3 Advisory Group, LLC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M3 Advisory Group, LLC on MSFT, newest first. How the timeline and the estimate are built.

M3 Advisory Group, LLC held 5,854 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,854 shares
    Change vs previous 13F -26 shares

    1.13% of the 13F portfolio, value $2,183,525.

    13F-HR 0001951757-26-001045 filed by M3 Advisory Group, 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 5,880 shares
    Change vs previous 13F -121 shares

    1.34% of the 13F portfolio, value $2,176,686.

    13F-HR 0001951757-26-000697 filed by M3 Advisory Group, 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 6,001 shares
    Change vs previous 13F +118 shares

    1.77% of the 13F portfolio, value $2,902,135.

    13F-HR 0001951757-26-000209 filed by M3 Advisory Group, 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 5,883 shares
    Change vs previous 13F +307 shares

    1.9% of the 13F portfolio, value $3,046,950.

    13F-HR 0001951757-25-001363 filed by M3 Advisory Group, 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 5,576 shares
    Change vs previous 13F +945 shares

    1.92% of the 13F portfolio, value $2,773,416.

    13F-HR 0001951757-25-000967 filed by M3 Advisory Group, 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 4,631 shares
    Change vs previous 13F -1,428 shares

    1.37% of the 13F portfolio, value $1,738,444.

    13F-HR 0001951757-25-000419 filed by M3 Advisory Group, 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 6,059 shares
    Change vs previous 13F -63 shares

    1.83% of the 13F portfolio, value $2,554,013.

    13F-HR 0001951757-25-000083 filed by M3 Advisory Group, 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 6,122 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $2,634,355.

    13F-HR 0001951757-24-001062 filed by M3 Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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