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Persium Advisors, LLC: MSFT position timeline

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

Persium Advisors, LLC held 3,322 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,322 shares
    Change vs previous 13F +140 shares

    0.89% of the 13F portfolio, value $1,703,854.

    13F-HR 0002033683-26-000007 filed by Persium Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F/A 3,182 shares
    Change vs previous 13F -30 shares

    0.77% of the 13F portfolio, value $1,186,950.

    13F-HR/A 0002033683-26-000005 filed by Persium 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 ended2026-03-31
    13F 3,212 shares
    Change vs previous 13F +725 shares

    0.94% of the 13F portfolio, value $1,188,986.

    13F-HR 0002033683-26-000002 filed by Persium 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 ended2025-12-31
    13F 2,487 shares
    Change vs previous 13F +158 shares

    0.88% of the 13F portfolio, value $1,202,763.

    13F-HR 0002033683-26-000001 filed by Persium 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 ended2025-09-30
    13F 2,329 shares
    Change vs previous 13F +8 shares

    0.91% of the 13F portfolio, value $1,206,306.

    13F-HR 0002033683-25-000006 filed by Persium 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 ended2025-06-30
    13F 2,321 shares
    Change vs previous 13F -32 shares

    0.96% of the 13F portfolio, value $1,154,489.

    13F-HR 0002033683-25-000004 filed by Persium 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 ended2025-03-31
    13F 2,353 shares
    Change vs previous 13F +161 shares

    0.84% of the 13F portfolio, value $883,293.

    13F-HR 0002033683-25-000003 filed by Persium 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 ended2024-12-31
    13F 2,192 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $923,928.

    13F-HR 0002033683-25-000001 filed by Persium Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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