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OAK FAMILY ADVISORS, LLC: MSFT position timeline

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

OAK FAMILY ADVISORS, LLC held 1,273 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,273 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $474,854.

    13F-HR 0001846161-26-000003 filed by OAK FAMILY 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 1,273 shares
    Change vs previous 13F +1,273 shares

    0.15% of the 13F portfolio, value $471,226.

    13F-HR 0001846161-26-000002 filed by OAK FAMILY 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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -3,287 shares

    13F-HR 0001846161-25-000004 filed by OAK FAMILY ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 3,287 shares
    Change vs previous 13F -10,691 shares

    0.51% of the 13F portfolio, value $1,233,907.

    13F-HR 0001846161-25-000002 filed by OAK FAMILY 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 ended2024-12-31
    13F 13,978 shares
    Change vs previous 13F -61 shares

    2.31% of the 13F portfolio, value $5,891,739.

    13F-HR 0001846161-25-000001 filed by OAK FAMILY 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 ended2024-09-30
    13F 14,039 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $6,040,982.

    13F-HR 0001846161-24-000006 filed by OAK FAMILY ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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