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Northeast Financial Consultants Inc: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northeast Financial Consultants Inc on MSFT, newest first. How the timeline and the estimate are built.

Northeast Financial Consultants Inc held 134,971 MSFT shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 134,971 shares
    Change vs previous 13F -7,203 shares

    2.74% of the 13F portfolio, value $67,135,968.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 142,174 shares
    Change vs previous 13F -463 shares

    2.37% of the 13F portfolio, value $53,370,812.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 142,637 shares
    Change vs previous 13F +838 shares

    2.54% of the 13F portfolio, value $60,121,502.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 141,799 shares
    Change vs previous 13F +2,120 shares

    2.67% of the 13F portfolio, value $61,016,039.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 139,679 shares
    Change vs previous 13F +1,392 shares

    2.88% of the 13F portfolio, value $62,429,372.

    13F-HR 0001599863-24-000008 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 138,287 shares
    Change vs previous 13F +12,532 shares

    2.86% of the 13F portfolio, value $58,179,911.

    13F-HR 0001599863-24-000006 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 125,755 shares
    Change vs previous 13F +2,225 shares

    2.62% of the 13F portfolio, value $47,288,909.

    13F-HR 0001599863-24-000002 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 123,530 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $39,004,545.

    13F-HR 0001599863-23-000009 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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