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MENLO ADVISORS LLC: MSFT position timeline

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

MENLO ADVISORS LLC held 26,282 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-09-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,282 shares
    Change vs previous 13F -105 shares

    4.3% of the 13F portfolio, value $9,804,000.

    13F-HR 0001279708-26-000009 filed by MENLO ADVISORS LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 26,387 shares
    Change vs previous 13F 0 shares

    5.73% of the 13F portfolio, value $12,761,000.

    13F-HR 0001279708-26-000008 filed by MENLO ADVISORS LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F 26,387 shares
    Change vs previous 13F -10 shares

    5.73% of the 13F portfolio, value $12,761,000.

    13F-HR 0001279708-26-000007 filed by MENLO ADVISORS LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F 26,397 shares
    Change vs previous 13F -775 shares

    6.49% of the 13F portfolio, value $13,672,000.

    13F-HR 0001279708-26-000006 filed by MENLO ADVISORS LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F 27,172 shares
    Change vs previous 13F -615 shares

    7.28% of the 13F portfolio, value $13,516,000.

    13F-HR 0001279708-25-000004 filed by MENLO 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 27,787 shares
    Change vs previous 13F -100 shares

    4.96% of the 13F portfolio, value $10,431,000.

    13F-HR 0001279708-25-000002 filed by MENLO 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 27,887 shares
    Change vs previous 13F 0 shares

    6% of the 13F portfolio, value $11,754,000.

    13F-HR 0001279708-25-000001 filed by MENLO 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 27,887 shares
    Change vs previous 13F not available

    6.18% of the 13F portfolio, value $12,000,000.

    13F-HR 0001279708-24-000008 filed by MENLO ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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