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SIGNATUREFD, LLC: MSFT position timeline

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

SIGNATUREFD, LLC held 226,148 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,148 shares
    Change vs previous 13F +3,641 shares

    1.13% of the 13F portfolio, value $84,357,733.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, 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 222,507 shares
    Change vs previous 13F +1,763 shares

    1.26% of the 13F portfolio, value $82,365,405.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, 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 220,744 shares
    Change vs previous 13F -297 shares

    1.63% of the 13F portfolio, value $106,756,150.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, 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 221,041 shares
    Change vs previous 13F +4,242 shares

    1.81% of the 13F portfolio, value $114,488,297.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, 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 216,799 shares
    Change vs previous 13F +2,818 shares

    1.84% of the 13F portfolio, value $107,837,992.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, 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 213,981 shares
    Change vs previous 13F +9,625 shares

    1.52% of the 13F portfolio, value $80,326,268.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, 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 204,356 shares
    Change vs previous 13F +1,752 shares

    1.63% of the 13F portfolio, value $86,135,935.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, 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 202,604 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $87,180,341.

    13F-HR 0001456048-24-000007 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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