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Sovran Advisors, LLC: MSFT position timeline

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

Sovran Advisors, LLC held 64,611 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,611 shares
    Change vs previous 13F +5,499 shares

    1.89% of the 13F portfolio, value $25,414,664.

    13F-HR 0002051471-26-000004 filed by Sovran 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 59,112 shares
    Change vs previous 13F +11,105 shares

    1.89% of the 13F portfolio, value $24,104,822.

    13F-HR 0002051471-26-000003 filed by Sovran 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 48,007 shares
    Change vs previous 13F +6,974 shares

    1.86% of the 13F portfolio, value $21,922,931.

    13F-HR 0002051471-26-000001 filed by Sovran 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 41,033 shares
    Change vs previous 13F +1,202 shares

    1.91% of the 13F portfolio, value $21,573,615.

    13F-HR 0002051471-25-000007 filed by Sovran 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 39,831 shares
    Change vs previous 13F +3,221 shares

    2.07% of the 13F portfolio, value $19,780,888.

    13F-HR 0002051471-25-000004 filed by Sovran 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 36,610 shares
    Change vs previous 13F +12,254 shares

    1.75% of the 13F portfolio, value $13,464,386.

    13F-HR 0002051471-25-000003 filed by Sovran 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 24,356 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $10,124,024.

    13F-HR 0002051471-25-000001 filed by Sovran Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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