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Disclosery

New World Advisors LLC: MSFT position timeline

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

New World Advisors LLC held 12,521 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,521 shares
    Change vs previous 13F +2,005 shares

    0.79% of the 13F portfolio, value $4,670,747.

    13F-HR 0001951757-26-001240 filed by New World 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/A 10,516 shares
    Change vs previous 13F -3,279 shares

    0.68% of the 13F portfolio, value $3,892,623.

    13F-HR/A 0001951757-26-000739 filed by New World 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 13,795 shares
    Change vs previous 13F +792 shares

    1.14% of the 13F portfolio, value $6,671,596.

    13F-HR 0001951757-26-000387 filed by New World 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 13,003 shares
    Change vs previous 13F +1,128 shares

    1.23% of the 13F portfolio, value $6,734,684.

    13F-HR 0001951757-25-001298 filed by New World 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 11,875 shares
    Change vs previous 13F +1,452 shares

    1.26% of the 13F portfolio, value $5,906,794.

    13F-HR 0001951757-25-001064 filed by New World 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 10,423 shares
    Change vs previous 13F +3,961 shares

    0.89% of the 13F portfolio, value $3,912,540.

    13F-HR 0001951757-25-000437 filed by New World 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 6,462 shares
    Change vs previous 13F +24 shares

    0.66% of the 13F portfolio, value $2,723,725.

    13F-HR 0001951757-25-000181 filed by New World 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 6,438 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,770,469.

    13F-HR 0001951757-24-001125 filed by New World Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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