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Disclosery

Souders Financial Advisors: MSFT position timeline

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

Souders Financial Advisors held 28,090 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,090 shares
    Change vs previous 13F +203 shares

    1.05% of the 13F portfolio, value $10,478,272.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 27,887 shares
    Change vs previous 13F +2,353 shares

    1.18% of the 13F portfolio, value $10,323,103.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 25,534 shares
    Change vs previous 13F +788 shares

    1.41% of the 13F portfolio, value $12,348,741.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 24,746 shares
    Change vs previous 13F +732 shares

    1.52% of the 13F portfolio, value $12,817,338.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 24,014 shares
    Change vs previous 13F +1,133 shares

    1.52% of the 13F portfolio, value $11,945,024.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 22,881 shares
    Change vs previous 13F -2,372 shares

    1.2% of the 13F portfolio, value $8,589,209.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 25,253 shares
    Change vs previous 13F -2,944 shares

    1.49% of the 13F portfolio, value $10,644,254.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 28,197 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $12,133,275.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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