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Savvy Advisors, Inc.: MSFT position timeline

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

Savvy Advisors, Inc. held 151,539 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,539 shares
    Change vs previous 13F +19,987 shares

    1.21% of the 13F portfolio, value $56,526,935.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 131,552 shares
    Change vs previous 13F +20,075 shares

    1.31% of the 13F portfolio, value $48,696,736.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 111,477 shares
    Change vs previous 13F +21,190 shares

    1.74% of the 13F portfolio, value $53,912,595.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 90,287 shares
    Change vs previous 13F +3,458 shares

    2.15% of the 13F portfolio, value $46,764,206.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 86,829 shares
    Change vs previous 13F +29,141 shares

    2.88% of the 13F portfolio, value $43,189,564.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 57,688 shares
    Change vs previous 13F +11,728 shares

    2.18% of the 13F portfolio, value $21,655,552.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    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 45,960 shares
    Change vs previous 13F +22,843 shares

    2.33% of the 13F portfolio, value $19,371,951.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    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 23,117 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $9,947,451.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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