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SageView Advisory Group, LLC: MSFT position timeline

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

SageView Advisory Group, LLC held 60,310 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,310 shares
    Change vs previous 13F -2,666 shares

    0.74% of the 13F portfolio, value $22,496,701.

    13F-HR 0001172661-26-003218 filed by SageView Advisory Group, 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 62,976 shares
    Change vs previous 13F -3,630 shares

    0.85% of the 13F portfolio, value $23,311,819.

    13F-HR 0001172661-26-003214 filed by SageView Advisory Group, 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 66,606 shares
    Change vs previous 13F -3,438 shares

    1.09% of the 13F portfolio, value $32,212,033.

    13F-HR 0001914558-26-000002 filed by SageView Advisory Group, 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 70,044 shares
    Change vs previous 13F +12 shares

    1.25% of the 13F portfolio, value $36,279,516.

    13F-HR 0001172661-25-004748 filed by SageView Advisory Group, 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 70,032 shares
    Change vs previous 13F +1,950 shares

    1.36% of the 13F portfolio, value $35,891,379.

    13F-HR 0001172661-25-003226 filed by SageView Advisory Group, 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 68,082 shares
    Change vs previous 13F +714 shares

    1.09% of the 13F portfolio, value $25,557,317.

    13F-HR 0001172661-25-002419 filed by SageView Advisory Group, 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 67,368 shares
    Change vs previous 13F +15,934 shares

    1.22% of the 13F portfolio, value $28,395,768.

    13F-HR 0001172661-25-000782 filed by SageView Advisory Group, 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 51,434 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $22,131,968.

    13F-HR 0001172661-24-005134 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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