Skip to content
Disclosery

SC&H Financial Advisors, Inc.: MSFT position timeline

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

SC&H Financial Advisors, Inc. held 15,538 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,538 shares
    Change vs previous 13F -142 shares

    0.77% of the 13F portfolio, value $5,795,885.

    13F-HR 0001907898-26-000004 filed by SC&H Financial 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 15,680 shares
    Change vs previous 13F -330 shares

    0.88% of the 13F portfolio, value $5,804,144.

    13F-HR 0001907898-26-000002 filed by SC&H Financial 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 16,010 shares
    Change vs previous 13F -79 shares

    1.2% of the 13F portfolio, value $7,742,828.

    13F-HR 0001085146-26-000096 filed by SC&H Financial 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 16,089 shares
    Change vs previous 13F -712 shares

    1.36% of the 13F portfolio, value $8,333,183.

    13F-HR 0001907898-25-000003 filed by SC&H Financial 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 16,801 shares
    Change vs previous 13F +25 shares

    1.43% of the 13F portfolio, value $8,356,908.

    13F-HR 0001085146-25-003920 filed by SC&H Financial 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 16,776 shares
    Change vs previous 13F +103 shares

    1.24% of the 13F portfolio, value $6,297,487.

    13F-HR 0001085146-25-002250 filed by SC&H Financial 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 16,673 shares
    Change vs previous 13F +1,509 shares

    1.45% of the 13F portfolio, value $7,027,749.

    13F-HR 0001085146-25-000543 filed by SC&H Financial 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 15,164 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $6,525,164.

    13F-HR 0001085146-24-005132 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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