Private Advisor Group, LLC: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Advisor Group, LLC on MSFT, newest first. How the timeline and the estimate are built.
Private Advisor Group, LLC held 607,118 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 607,118 sharesChange vs previous 13F -29,818 shares
1.04% of the 13F portfolio, value $226,466,689.
13F-HR 0001567755-26-000003 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 636,936 sharesChange vs previous 13F +7,693 shares
1.11% of the 13F portfolio, value $235,774,735.
13F-HR 0001567755-26-000002 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 629,243 sharesChange vs previous 13F +9,203 shares
1.43% of the 13F portfolio, value $304,314,393.
13F-HR 0001567755-26-000001 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 620,040 sharesChange vs previous 13F +449 shares
1.58% of the 13F portfolio, value $321,150,509.
13F-HR 0001567755-25-000002 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 619,591 sharesChange vs previous 13F +9,963 shares
1.66% of the 13F portfolio, value $308,190,543.
13F-HR 0001085146-25-004775 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 609,628 sharesChange vs previous 13F +9,236 shares
1.38% of the 13F portfolio, value $228,848,191.
13F-HR 0001085146-25-002584 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 600,392 sharesChange vs previous 13F +8,889 shares
1.42% of the 13F portfolio, value $253,065,605.
13F-HR 0001085146-25-000667 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 591,503 sharesChange vs previous 13F not available
1.58% of the 13F portfolio, value $254,514,840.
13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).