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Disclosery

RFG Advisory, LLC: MSFT position timeline

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

RFG Advisory, LLC held 65,031 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,031 shares
    Change vs previous 13F -11,690 shares

    0.38% of the 13F portfolio, value $24,257,716.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 76,721 shares
    Change vs previous 13F +16,628 shares

    0.52% of the 13F portfolio, value $28,399,972.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 60,093 shares
    Change vs previous 13F -2,581 shares

    0.55% of the 13F portfolio, value $29,061,998.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 62,674 shares
    Change vs previous 13F +2,576 shares

    0.67% of the 13F portfolio, value $32,461,770.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 60,098 shares
    Change vs previous 13F +1,181 shares

    0.7% of the 13F portfolio, value $29,893,487.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 58,917 shares
    Change vs previous 13F +1,846 shares

    0.6% of the 13F portfolio, value $22,116,919.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 57,071 shares
    Change vs previous 13F +6,428 shares

    0.68% of the 13F portfolio, value $24,055,486.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 50,643 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $21,791,547.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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