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Disclosery

Realta Investment Advisors: MSFT position timeline

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

Realta Investment Advisors held 13,881 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,881 shares
    Change vs previous 13F -73 shares

    2.08% of the 13F portfolio, value $7,119,594.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,954 shares
    Change vs previous 13F -582 shares

    1.62% of the 13F portfolio, value $5,205,162.

    13F-HR 0001398344-26-012286 filed by Realta Investment Advisors
    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 14,536 shares
    Change vs previous 13F -222 shares

    1.87% of the 13F portfolio, value $5,380,793.

    13F-HR 0001398344-26-006814 filed by Realta Investment Advisors
    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 14,758 shares
    Change vs previous 13F +898 shares

    2.34% of the 13F portfolio, value $7,137,168.

    13F-HR 0001398344-26-000878 filed by Realta Investment Advisors
    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 13,860 shares
    Change vs previous 13F +201 shares

    2.4% of the 13F portfolio, value $7,178,731.

    13F-HR 0001398344-25-019615 filed by Realta Investment Advisors
    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 13,659 shares
    Change vs previous 13F -24 shares

    2.68% of the 13F portfolio, value $6,793,949.

    13F-HR 0001398344-25-013484 filed by Realta Investment Advisors
    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 13,683 shares
    Change vs previous 13F -1,215 shares

    2.34% of the 13F portfolio, value $5,136,486.

    13F-HR 0001398344-25-008338 filed by Realta Investment Advisors
    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 14,898 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $6,307,537.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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