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NewEdge Advisors, LLC: MSFT position timeline

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

NewEdge Advisors, LLC held 1,661,376 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 1,661,376 shares
    Change vs previous 13F +88,531 shares

    1.85% of the 13F portfolio, value $619,725,360.

    13F-HR 0001213900-26-088240 filed by NewEdge 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 1,572,845 shares
    Change vs previous 13F +60,460 shares

    2.1% of the 13F portfolio, value $582,219,538.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 1,512,385 shares
    Change vs previous 13F +439,573 shares

    2.65% of the 13F portfolio, value $731,418,975.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 1,072,812 shares
    Change vs previous 13F +45,574 shares

    2.53% of the 13F portfolio, value $555,663,029.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 1,027,238 shares
    Change vs previous 13F +76,708 shares

    2.63% of the 13F portfolio, value $510,957,995.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 950,530 shares
    Change vs previous 13F +25,994 shares

    2.12% of the 13F portfolio, value $356,819,120.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 924,536 shares
    Change vs previous 13F +66,352 shares

    2.34% of the 13F portfolio, value $389,693,130.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 858,184 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $369,276,610.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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