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SoundView Advisors Inc.: MSFT position timeline

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

SoundView Advisors Inc. held 1,220 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,220 shares
    Change vs previous 13F +100 shares

    0.15% of the 13F portfolio, value $455,000.

    13F-HR 0002054083-26-000003 filed by SoundView Advisors Inc.
    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 1,120 shares
    Change vs previous 13F -291 shares

    0.15% of the 13F portfolio, value $414,000.

    13F-HR 0002054083-26-000002 filed by SoundView Advisors Inc.
    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 1,411 shares
    Change vs previous 13F -9,915 shares

    0.24% of the 13F portfolio, value $682,000.

    13F-HR 0002054083-26-000001 filed by SoundView Advisors Inc.
    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 11,326 shares
    Change vs previous 13F -404 shares

    2.01% of the 13F portfolio, value $5,866,000.

    13F-HR 0002054083-25-000002 filed by SoundView Advisors Inc.
    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 11,730 shares
    Change vs previous 13F -737 shares

    2.15% of the 13F portfolio, value $5,834,000.

    13F-HR 0001908380-25-000007 filed by SoundView Advisors Inc.
    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 12,467 shares
    Change vs previous 13F -1,466 shares

    1.93% of the 13F portfolio, value $4,679,000.

    13F-HR 0001842974-25-000008 filed by SoundView Advisors Inc.
    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 13,933 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $5,872,000.

    13F-HR 0001800586-25-000002 filed by SoundView Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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