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Strategic Investment Advisors / MI: MSFT position timeline

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

Strategic Investment Advisors / MI held 40,039 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,039 shares
    Change vs previous 13F -1,387 shares

    0.9% of the 13F portfolio, value $14,935,247.

    13F-HR 0001760540-26-000003 filed by Strategic Investment Advisors / MI
    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 41,426 shares
    Change vs previous 13F +8,813 shares

    1.06% of the 13F portfolio, value $15,338,588.

    13F-HR 0001760540-26-000002 filed by Strategic Investment Advisors / MI
    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 32,613 shares
    Change vs previous 13F -490 shares

    1.36% of the 13F portfolio, value $15,779,295.

    13F-HR 0001760540-26-000001 filed by Strategic Investment Advisors / MI
    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/A 33,103 shares
    Change vs previous 13F -711 shares

    1.98% of the 13F portfolio, value $17,145,408.

    13F-HR/A 0001760540-25-000005 filed by Strategic Investment Advisors / MI
    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 33,814 shares
    Change vs previous 13F -1,865 shares

    1.63% of the 13F portfolio, value $16,772,905.

    13F-HR 0001760540-25-000001 filed by Strategic Investment Advisors / MI
    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 35,679 shares
    Change vs previous 13F +458 shares

    1.42% of the 13F portfolio, value $13,393,668.

    13F-HR 0001754960-25-000242 filed by Strategic Investment Advisors / MI
    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 35,221 shares
    Change vs previous 13F -271 shares

    1.58% of the 13F portfolio, value $14,845,469.

    13F-HR 0001754960-25-000056 filed by Strategic Investment Advisors / MI
    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 35,492 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $15,272,209.

    13F-HR 0001754960-24-000521 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

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