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SIMON QUICK ADVISORS, LLC: MSFT position timeline

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

SIMON QUICK ADVISORS, LLC held 45,198 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,198 shares
    Change vs previous 13F +4,759 shares

    0.68% of the 13F portfolio, value $16,859,674.

    13F-HR 0001692038-26-000006 filed by SIMON QUICK 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 40,439 shares
    Change vs previous 13F -4,043 shares

    0.68% of the 13F portfolio, value $14,969,406.

    13F-HR 0001692038-26-000003 filed by SIMON QUICK 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 44,482 shares
    Change vs previous 13F +818 shares

    0.94% of the 13F portfolio, value $21,512,439.

    13F-HR 0001692038-26-000001 filed by SIMON QUICK 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 43,664 shares
    Change vs previous 13F +3,373 shares

    1.02% of the 13F portfolio, value $22,615,639.

    13F-HR 0001692038-25-000013 filed by SIMON QUICK 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/A 40,291 shares
    Change vs previous 13F -31,907 shares

    1.01% of the 13F portfolio, value $20,041,353.

    13F-HR/A 0001692038-25-000012 filed by SIMON QUICK 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 72,198 shares
    Change vs previous 13F +11,647 shares

    1.54% of the 13F portfolio, value $27,102,251.

    13F-HR 0001692038-25-000007 filed by SIMON QUICK 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 60,551 shares
    Change vs previous 13F +3,756 shares

    1.53% of the 13F portfolio, value $25,522,188.

    13F-HR 0001692038-25-000001 filed by SIMON QUICK 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 56,795 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $24,439,069.

    13F-HR 0001692038-24-000008 filed by SIMON QUICK ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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