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MONECO ADVISORS, LLC: MSFT position timeline

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

MONECO ADVISORS, LLC held 61,546 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,546 shares
    Change vs previous 13F +8,740 shares

    1.4% of the 13F portfolio, value $22,957,708.

    13F-HR 0001765690-26-000011 filed by MONECO 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 52,806 shares
    Change vs previous 13F +901 shares

    1.52% of the 13F portfolio, value $19,547,160.

    13F-HR 0001765690-26-000007 filed by MONECO 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 51,905 shares
    Change vs previous 13F +773 shares

    1.99% of the 13F portfolio, value $25,102,455.

    13F-HR 0001765690-26-000005 filed by MONECO 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 51,132 shares
    Change vs previous 13F +2,505 shares

    2.21% of the 13F portfolio, value $26,483,605.

    13F-HR 0001765690-25-000013 filed by MONECO 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 48,627 shares
    Change vs previous 13F +94 shares

    2.25% of the 13F portfolio, value $24,187,448.

    13F-HR 0001765690-25-000002 filed by MONECO 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/A 48,533 shares
    Change vs previous 13F +6,061 shares

    1.89% of the 13F portfolio, value $18,218,733.

    13F-HR/A 0001765690-25-000006 filed by MONECO 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/A 42,472 shares
    Change vs previous 13F +2,778 shares

    1.89% of the 13F portfolio, value $17,902,128.

    13F-HR/A 0001765690-25-000005 filed by MONECO 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 39,694 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $17,080,415.

    13F-HR 0001085146-24-005135 filed by MONECO ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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