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OPTIMUM INVESTMENT ADVISORS: MSFT position timeline

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

OPTIMUM INVESTMENT ADVISORS held 16,248 MSFT shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 16,248 shares
    Change vs previous 13F -180 shares

    3.34% of the 13F portfolio, value $8,415,604.

    13F-HR 0001580642-25-006637 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 16,428 shares
    Change vs previous 13F -184 shares

    3.55% of the 13F portfolio, value $8,171,406.

    13F-HR 0001580642-25-004652 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 16,612 shares
    Change vs previous 13F +27 shares

    2.94% of the 13F portfolio, value $6,235,944.

    13F-HR 0001580642-25-002640 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 16,585 shares
    Change vs previous 13F -210 shares

    3.09% of the 13F portfolio, value $6,990,539.

    13F-HR 0001580642-25-000952 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 16,795 shares
    Change vs previous 13F -575 shares

    3.12% of the 13F portfolio, value $7,226,849.

    13F-HR 0001580642-24-006190 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 17,370 shares
    Change vs previous 13F -358 shares

    3.48% of the 13F portfolio, value $7,763,480.

    13F-HR 0001580642-24-003677 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 17,728 shares
    Change vs previous 13F -6 shares

    3.43% of the 13F portfolio, value $7,458,447.

    13F-HR 0001580642-24-002122 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 17,734 shares
    Change vs previous 13F not available

    3.36% of the 13F portfolio, value $6,668,624.

    13F-HR 0001580642-24-000123 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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