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Disclosery

RATIONAL ADVISORS, INC.: MSFT position timeline

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

RATIONAL ADVISORS, INC. held 4,806 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,806 shares
    Change vs previous 13F -6,291 shares

    0.16% of the 13F portfolio, value $1,792,734.

    13F-HR 0001580642-26-004576 filed by RATIONAL ADVISORS, INC.
    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 11,097 shares
    Change vs previous 13F -1,069 shares

    0.42% of the 13F portfolio, value $4,107,776.

    13F-HR 0001580642-26-003009 filed by RATIONAL ADVISORS, INC.
    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 12,166 shares
    Change vs previous 13F -879 shares

    0.6% of the 13F portfolio, value $5,883,721.

    13F-HR 0001580642-26-000967 filed by RATIONAL ADVISORS, INC.
    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 13,045 shares
    Change vs previous 13F +136 shares

    0.67% of the 13F portfolio, value $6,756,657.

    13F-HR 0001580642-25-007222 filed by RATIONAL ADVISORS, INC.
    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 12,909 shares
    Change vs previous 13F +3,387 shares

    0.64% of the 13F portfolio, value $6,421,066.

    13F-HR 0001162044-25-000770 filed by RATIONAL ADVISORS, INC.
    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 9,522 shares
    Change vs previous 13F -991 shares

    0.36% of the 13F portfolio, value $3,574,464.

    13F-HR 0001162044-25-000468 filed by RATIONAL ADVISORS, INC.
    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 10,513 shares
    Change vs previous 13F -748 shares

    0.43% of the 13F portfolio, value $4,431,230.

    13F-HR 0001162044-25-000114 filed by RATIONAL ADVISORS, INC.
    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 11,261 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $4,845,608.

    13F-HR 0001162044-24-001178 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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