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Mutual Advisors, LLC: MSFT position timeline

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

Mutual Advisors, LLC held 247,016 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 247,016 shares
    Change vs previous 13F +5,872 shares

    1.74% of the 13F portfolio, value $92,141,836.

    13F-HR 0001986152-26-000154 filed by Mutual 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 241,144 shares
    Change vs previous 13F +17,610 shares

    1.91% of the 13F portfolio, value $89,264,301.

    13F-HR 0001986152-26-000054 filed by Mutual 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 223,534 shares
    Change vs previous 13F +10,072 shares

    2.32% of the 13F portfolio, value $108,105,504.

    13F-HR 0001986152-26-000005 filed by Mutual 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 213,462 shares
    Change vs previous 13F -5,577 shares

    2.45% of the 13F portfolio, value $111,119,647.

    13F-HR 0001986152-25-000100 filed by Mutual 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 219,039 shares
    Change vs previous 13F -8,508 shares

    2.81% of the 13F portfolio, value $112,522,332.

    13F-HR 0001986152-25-000050 filed by Mutual 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 227,547 shares
    Change vs previous 13F +18,309 shares

    2.55% of the 13F portfolio, value $89,164,392.

    13F-HR 0001986152-25-000037 filed by Mutual 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 209,238 shares
    Change vs previous 13F -2,676 shares

    2.57% of the 13F portfolio, value $88,838,126.

    13F-HR 0001986152-25-000002 filed by Mutual 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 211,914 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $90,006,421.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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