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MBA Advisors LLC: MSFT position timeline

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

MBA Advisors LLC held 7,099 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,099 shares
    Change vs previous 13F +181 shares

    0.9% of the 13F portfolio, value $2,647,938.

    13F-HR 0001848704-26-000003 filed by MBA Advisors 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 6,918 shares
    Change vs previous 13F +543 shares

    0.98% of the 13F portfolio, value $2,560,698.

    13F-HR 0001848704-26-000002 filed by MBA Advisors 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 6,375 shares
    Change vs previous 13F +36 shares

    1.24% of the 13F portfolio, value $3,082,887.

    13F-HR 0001848704-26-000001 filed by MBA Advisors 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 6,339 shares
    Change vs previous 13F -151 shares

    1.4% of the 13F portfolio, value $3,283,071.

    13F-HR 0001848704-25-000002 filed by MBA Advisors 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 6,490 shares
    Change vs previous 13F -488 shares

    1.49% of the 13F portfolio, value $3,228,380.

    13F-HR 0001085146-25-003959 filed by MBA Advisors 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 6,978 shares
    Change vs previous 13F +5 shares

    1.3% of the 13F portfolio, value $2,619,552.

    13F-HR 0001085146-25-002414 filed by MBA Advisors 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 6,973 shares
    Change vs previous 13F -2,070 shares

    1.49% of the 13F portfolio, value $2,939,209.

    13F-HR 0001085146-25-000583 filed by MBA Advisors 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 9,043 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $3,891,295.

    13F-HR 0001085146-24-005131 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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