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Smartleaf Asset Management LLC: MSFT position timeline

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

Smartleaf Asset Management LLC held 114,791 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,791 shares
    Change vs previous 13F 0 shares

    1.38% of the 13F portfolio, value $42,308,715.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset Management 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 114,791 shares
    Change vs previous 13F +23 shares

    1.49% of the 13F portfolio, value $41,205,568.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset Management 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 114,768 shares
    Change vs previous 13F +17,131 shares

    2.12% of the 13F portfolio, value $55,947,429.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset Management 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 97,637 shares
    Change vs previous 13F +27,421 shares

    3.11% of the 13F portfolio, value $50,244,113.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset Management 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 70,216 shares
    Change vs previous 13F -8,597 shares

    3.07% of the 13F portfolio, value $34,823,376.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset Management 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 78,813 shares
    Change vs previous 13F +1,203 shares

    2.88% of the 13F portfolio, value $29,854,675.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset Management 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 77,610 shares
    Change vs previous 13F +14,426 shares

    3.36% of the 13F portfolio, value $32,971,132.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset Management 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 63,184 shares
    Change vs previous 13F not available

    3.28% of the 13F portfolio, value $27,044,326.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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