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Steward Partners Investment Advisory, LLC: MSFT position timeline

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

Steward Partners Investment Advisory, LLC held 999,760 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 999,760 shares
    Change vs previous 13F -67,714 shares

    1.9% of the 13F portfolio, value $372,930,434.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 1,067,474 shares
    Change vs previous 13F +164,650 shares

    2.02% of the 13F portfolio, value $395,146,563.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 902,824 shares
    Change vs previous 13F +81,783 shares

    2.39% of the 13F portfolio, value $436,623,571.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 821,041 shares
    Change vs previous 13F +32,459 shares

    2.44% of the 13F portfolio, value $425,257,834.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 788,582 shares
    Change vs previous 13F -409 shares

    3.06% of the 13F portfolio, value $392,248,216.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 788,991 shares
    Change vs previous 13F +4,827 shares

    2.62% of the 13F portfolio, value $296,179,665.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 784,164 shares
    Change vs previous 13F +14,570 shares

    2.93% of the 13F portfolio, value $330,525,220.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 769,594 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $331,156,212.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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