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Modus Advisors, LLC: MSFT position timeline

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

Modus Advisors, LLC held 11,639 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,639 shares
    Change vs previous 13F -698 shares

    1.07% of the 13F portfolio, value $4,341,469.

    13F-HR 0001799284-26-000003 filed by Modus 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 12,337 shares
    Change vs previous 13F -733 shares

    1.26% of the 13F portfolio, value $4,566,803.

    13F-HR 0001799284-26-000002 filed by Modus 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 13,070 shares
    Change vs previous 13F -3,446 shares

    1.67% of the 13F portfolio, value $6,321,155.

    13F-HR 0001799284-26-000001 filed by Modus 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 16,516 shares
    Change vs previous 13F -163 shares

    2.33% of the 13F portfolio, value $8,554,683.

    13F-HR 0001799284-25-000005 filed by Modus 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 16,679 shares
    Change vs previous 13F -8 shares

    2.46% of the 13F portfolio, value $8,296,545.

    13F-HR 0001799284-25-000003 filed by Modus 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 16,687 shares
    Change vs previous 13F +81 shares

    2.05% of the 13F portfolio, value $6,263,955.

    13F-HR 0001799284-25-000002 filed by Modus 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 16,606 shares
    Change vs previous 13F -125 shares

    2.19% of the 13F portfolio, value $6,999,512.

    13F-HR 0001799284-25-000001 filed by Modus 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 16,731 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $7,199,201.

    13F-HR 0001799284-24-000004 filed by Modus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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