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Smart Portfolios, LLC: MSFT position timeline

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

Smart Portfolios, LLC held 5,316 MSFT shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 5,316 shares
    Change vs previous 13F +175 shares

    1.96% of the 13F portfolio, value $1,967,824.

    13F-HR 0001513227-26-000006 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 5,141 shares
    Change vs previous 13F +495 shares

    2.48% of the 13F portfolio, value $2,486,290.

    13F-HR 0001513227-26-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 4,646 shares
    Change vs previous 13F +53 shares

    2.32% of the 13F portfolio, value $2,406,396.

    13F-HR 0001513227-25-000007 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 4,593 shares
    Change vs previous 13F -15 shares

    2.3% of the 13F portfolio, value $2,284,604.

    13F-HR 0001513227-25-000004 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 4,608 shares
    Change vs previous 13F -5 shares

    1.88% of the 13F portfolio, value $1,729,797.

    13F-HR 0001513227-25-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 4,613 shares
    Change vs previous 13F +98 shares

    2.04% of the 13F portfolio, value $1,944,380.

    13F-HR 0001513227-25-000002 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 4,515 shares
    Change vs previous 13F -162 shares

    1.98% of the 13F portfolio, value $1,942,805.

    13F-HR 0001513227-24-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 4,677 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $2,090,385.

    13F-HR 0001513227-24-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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