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Mezzasalma Advisors, LLC: MSFT position timeline

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

Mezzasalma Advisors, LLC held 23,850 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,850 shares
    Change vs previous 13F +456 shares

    1.79% of the 13F portfolio, value $8,896,345.

    13F-HR 0001864916-26-000003 filed by Mezzasalma 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 23,394 shares
    Change vs previous 13F +1,080 shares

    2.21% of the 13F portfolio, value $8,659,826.

    13F-HR 0001864916-26-000002 filed by Mezzasalma 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 22,314 shares
    Change vs previous 13F +191 shares

    2.54% of the 13F portfolio, value $10,552,991.

    13F-HR 0001864916-26-000001 filed by Mezzasalma 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 22,123 shares
    Change vs previous 13F +446 shares

    2.93% of the 13F portfolio, value $11,458,357.

    13F-HR 0001864916-25-000004 filed by Mezzasalma 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 21,677 shares
    Change vs previous 13F -1,984 shares

    3.24% of the 13F portfolio, value $10,782,360.

    13F-HR 0001085146-25-004268 filed by Mezzasalma 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 23,661 shares
    Change vs previous 13F -2,365 shares

    3.07% of the 13F portfolio, value $8,882,280.

    13F-HR 0001085146-25-002195 filed by Mezzasalma 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 26,026 shares
    Change vs previous 13F -158 shares

    3.54% of the 13F portfolio, value $10,969,907.

    13F-HR 0001085146-25-000546 filed by Mezzasalma 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 26,184 shares
    Change vs previous 13F not available

    4.44% of the 13F portfolio, value $11,266,880.

    13F-HR 0001085146-24-004961 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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