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Operose Advisors LLC: MSFT position timeline

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

Operose Advisors LLC held 13,435 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,435 shares
    Change vs previous 13F +1,228 shares

    0.97% of the 13F portfolio, value $5,011,525.

    13F-HR 0001909750-26-000007 filed by Operose 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 12,207 shares
    Change vs previous 13F +1,299 shares

    1.05% of the 13F portfolio, value $4,518,668.

    13F-HR 0001909750-26-000005 filed by Operose 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 10,908 shares
    Change vs previous 13F +883 shares

    1.23% of the 13F portfolio, value $5,275,326.

    13F-HR 0001909750-26-000002 filed by Operose 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 10,025 shares
    Change vs previous 13F +1,620 shares

    1.29% of the 13F portfolio, value $5,192,452.

    13F-HR 0001909750-25-000013 filed by Operose 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 8,405 shares
    Change vs previous 13F -133 shares

    1.18% of the 13F portfolio, value $4,180,732.

    13F-HR 0001909750-25-000007 filed by Operose 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 8,538 shares
    Change vs previous 13F -406 shares

    1.06% of the 13F portfolio, value $3,205,080.

    13F-HR 0001909750-25-000005 filed by Operose 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 8,944 shares
    Change vs previous 13F +1,676 shares

    1.29% of the 13F portfolio, value $3,769,896.

    13F-HR 0001909750-25-000002 filed by Operose 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 7,268 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $3,127,420.

    13F-HR 0001909750-24-000010 filed by Operose Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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