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Sage Mountain Advisors LLC: MSFT position timeline

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

Sage Mountain Advisors LLC held 8,871 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,871 shares
    Change vs previous 13F +2,850 shares

    0.2% of the 13F portfolio, value $3,309,015.

    13F-HR 0001398344-26-013547 filed by Sage Mountain Advisors 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 6,021 shares
    Change vs previous 13F -61,759 shares

    0.16% of the 13F portfolio, value $2,228,742.

    13F-HR 0001398344-26-008901 filed by Sage Mountain Advisors 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 67,780 shares
    Change vs previous 13F -3,084 shares

    1.74% of the 13F portfolio, value $32,779,555.

    13F-HR 0001398344-26-001120 filed by Sage Mountain Advisors 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 70,864 shares
    Change vs previous 13F +8,107 shares

    2.1% of the 13F portfolio, value $36,703,807.

    13F-HR 0001398344-25-019993 filed by Sage Mountain Advisors 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 62,757 shares
    Change vs previous 13F +5,189 shares

    2.03% of the 13F portfolio, value $31,216,135.

    13F-HR 0001398344-25-014219 filed by Sage Mountain Advisors 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 57,568 shares
    Change vs previous 13F -2,138 shares

    1.59% of the 13F portfolio, value $21,610,522.

    13F-HR 0001398344-25-008521 filed by Sage Mountain Advisors 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 59,706 shares
    Change vs previous 13F +6,130 shares

    1.84% of the 13F portfolio, value $25,166,073.

    13F-HR 0001398344-25-002201 filed by Sage Mountain Advisors 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 53,576 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $23,053,741.

    13F-HR 0001398344-24-019579 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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