Skip to content
Disclosery

Plante Moran Financial Advisors, LLC: MSFT position timeline

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

Plante Moran Financial Advisors, LLC held 13,690 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,690 shares
    Change vs previous 13F -1,449 shares

    0.24% of the 13F portfolio, value $5,106,471.

    13F-HR 0001424717-26-000009 filed by Plante Moran 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 15,139 shares
    Change vs previous 13F -727 shares

    0.36% of the 13F portfolio, value $5,603,948.

    13F-HR 0001424717-26-000005 filed by Plante Moran 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 15,866 shares
    Change vs previous 13F -663 shares

    0.49% of the 13F portfolio, value $7,673,299.

    13F-HR 0001424717-26-000003 filed by Plante Moran 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 16,529 shares
    Change vs previous 13F -3,724 shares

    0.54% of the 13F portfolio, value $8,560,984.

    13F-HR 0001424717-25-000013 filed by Plante Moran 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 20,253 shares
    Change vs previous 13F -1,372 shares

    0.71% of the 13F portfolio, value $10,074,186.

    13F-HR 0001424717-25-000008 filed by Plante Moran 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 21,625 shares
    Change vs previous 13F -3,997 shares

    0.7% of the 13F portfolio, value $8,117,869.

    13F-HR 0001424717-25-000006 filed by Plante Moran 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 25,622 shares
    Change vs previous 13F -1,042 shares

    0.9% of the 13F portfolio, value $10,799,595.

    13F-HR 0001424717-25-000003 filed by Plante Moran 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 26,664 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $11,473,356.

    13F-HR 0001424717-24-000009 filed by Plante Moran Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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