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Soltis Investment Advisors LLC: MSFT position timeline

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

Soltis Investment Advisors LLC held 226,152 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,152 shares
    Change vs previous 13F -103 shares

    4.87% of the 13F portfolio, value $84,359,119.

    13F-HR 0001802530-26-000004 filed by Soltis Investment 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 226,255 shares
    Change vs previous 13F +4,682 shares

    5.45% of the 13F portfolio, value $83,752,946.

    13F-HR 0001802530-26-000003 filed by Soltis Investment 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/A 221,573 shares
    Change vs previous 13F +24,853 shares

    7.06% of the 13F portfolio, value $107,156,954.

    13F-HR/A 0001802530-26-000002 filed by Soltis Investment 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 196,720 shares
    Change vs previous 13F -1,284 shares

    7.05% of the 13F portfolio, value $101,891,019.

    13F-HR 0001802530-25-000007 filed by Soltis Investment 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 198,004 shares
    Change vs previous 13F +16,774 shares

    7.74% of the 13F portfolio, value $98,488,982.

    13F-HR 0001802530-25-000004 filed by Soltis Investment 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 181,230 shares
    Change vs previous 13F +16,930 shares

    6.08% of the 13F portfolio, value $68,032,053.

    13F-HR 0001802530-25-000003 filed by Soltis Investment 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 164,300 shares
    Change vs previous 13F +18,010 shares

    6.42% of the 13F portfolio, value $69,252,408.

    13F-HR 0001802530-25-000002 filed by Soltis Investment 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/A 146,290 shares
    Change vs previous 13F not available

    6.15% of the 13F portfolio, value $62,948,596.

    13F-HR/A 0001802530-25-000001 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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