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Ritter Daniher Financial Advisory LLC / DE: MSFT position timeline

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

Ritter Daniher Financial Advisory LLC / DE held 10,679 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,679 shares
    Change vs previous 13F -190 shares

    0.61% of the 13F portfolio, value $3,983,514.

    13F-HR 0001936603-26-000003 filed by Ritter Daniher Financial Advisory LLC / DE
    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 10,869 shares
    Change vs previous 13F +137 shares

    0.68% of the 13F portfolio, value $4,023,271.

    13F-HR 0001936603-26-000002 filed by Ritter Daniher Financial Advisory LLC / DE
    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 10,732 shares
    Change vs previous 13F -151 shares

    0.87% of the 13F portfolio, value $5,190,340.

    13F-HR 0001936603-26-000001 filed by Ritter Daniher Financial Advisory LLC / DE
    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 10,883 shares
    Change vs previous 13F +4,373 shares

    0.99% of the 13F portfolio, value $5,637,169.

    13F-HR 0001936603-25-000003 filed by Ritter Daniher Financial Advisory LLC / DE
    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 6,510 shares
    Change vs previous 13F +51 shares

    0.8% of the 13F portfolio, value $3,237,939.

    13F-HR 0001855205-25-000038 filed by Ritter Daniher Financial Advisory LLC / DE
    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 6,459 shares
    Change vs previous 13F -57 shares

    0.66% of the 13F portfolio, value $2,424,607.

    13F-HR 0001855205-25-000024 filed by Ritter Daniher Financial Advisory LLC / DE
    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 6,516 shares
    Change vs previous 13F +271 shares

    0.78% of the 13F portfolio, value $2,746,509.

    13F-HR 0001855205-25-000016 filed by Ritter Daniher Financial Advisory LLC / DE
    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 6,245 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,687,356.

    13F-HR 0001855205-24-000052 filed by Ritter Daniher Financial Advisory LLC / DE
    Filed (acceptance time not in the bulk data set), ingested

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