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Onyx Financial Advisors, LLC: MSFT position timeline

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

Onyx Financial Advisors, LLC held 7,235 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,235 shares
    Change vs previous 13F +16 shares

    0.97% of the 13F portfolio, value $2,698,855.

    13F-HR 0001957840-26-000004 filed by Onyx Financial 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 7,219 shares
    Change vs previous 13F +16 shares

    1.11% of the 13F portfolio, value $2,672,276.

    13F-HR 0001957840-26-000003 filed by Onyx Financial 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 7,203 shares
    Change vs previous 13F -138 shares

    1.48% of the 13F portfolio, value $3,483,572.

    13F-HR 0001957840-26-000001 filed by Onyx Financial 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 7,341 shares
    Change vs previous 13F +233 shares

    1.68% of the 13F portfolio, value $3,802,113.

    13F-HR 0001957840-25-000002 filed by Onyx Financial 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 7,108 shares
    Change vs previous 13F +20 shares

    1.68% of the 13F portfolio, value $3,535,585.

    13F-HR 0001085146-25-003993 filed by Onyx Financial 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 7,088 shares
    Change vs previous 13F +35 shares

    1.41% of the 13F portfolio, value $2,660,628.

    13F-HR 0001085146-25-002287 filed by Onyx Financial 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 7,053 shares
    Change vs previous 13F -89 shares

    1.63% of the 13F portfolio, value $2,972,998.

    13F-HR 0001085146-25-000284 filed by Onyx Financial 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 7,142 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $3,073,367.

    13F-HR 0001085146-24-005062 filed by Onyx Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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