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Private Advisory Group LLC: MSFT position timeline

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

Private Advisory Group LLC held 136,240 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 136,240 shares
    Change vs previous 13F -44,698 shares

    2.82% of the 13F portfolio, value $50,820,141.

    13F-HR 0001632965-26-000005 filed by Private Advisory Group 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 180,938 shares
    Change vs previous 13F +22,951 shares

    4.66% of the 13F portfolio, value $66,977,649.

    13F-HR 0001632965-26-000003 filed by Private Advisory Group 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 157,987 shares
    Change vs previous 13F +17,735 shares

    6.02% of the 13F portfolio, value $76,405,469.

    13F-HR 0001632965-26-000002 filed by Private Advisory Group 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 140,252 shares
    Change vs previous 13F +3,112 shares

    6.33% of the 13F portfolio, value $72,643,326.

    13F-HR 0001632965-25-000009 filed by Private Advisory Group 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 137,140 shares
    Change vs previous 13F +1,277 shares

    6.38% of the 13F portfolio, value $68,214,915.

    13F-HR 0001632965-25-000008 filed by Private Advisory Group 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 135,863 shares
    Change vs previous 13F +6,982 shares

    5.82% of the 13F portfolio, value $51,001,591.

    13F-HR 0001632965-25-000005 filed by Private Advisory Group 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/A 128,881 shares
    Change vs previous 13F +11,884 shares

    6.09% of the 13F portfolio, value $54,323,136.

    13F-HR/A 0001632965-25-000004 filed by Private Advisory Group 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 116,997 shares
    Change vs previous 13F not available

    6.34% of the 13F portfolio, value $50,343,773.

    13F-HR 0001632965-24-000012 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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