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Trinity Financial Advisors LLC: MSFT position timeline

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

Trinity Financial Advisors LLC held 3,478 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,478 shares
    Change vs previous 13F -431 shares

    0.46% of the 13F portfolio, value $1,783,709.

    13F-HR 0001809574-26-000006 filed by Trinity Financial Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,909 shares
    Change vs previous 13F -56 shares

    0.37% of the 13F portfolio, value $1,457,974.

    13F-HR 0001809574-26-000004 filed by Trinity Financial 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 ended2026-03-31
    13F 3,965 shares
    Change vs previous 13F +27 shares

    0.42% of the 13F portfolio, value $1,467,550.

    13F-HR 0001809574-26-000003 filed by Trinity Financial 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 ended2025-12-31
    13F 3,938 shares
    Change vs previous 13F -603 shares

    0.53% of the 13F portfolio, value $1,904,264.

    13F-HR 0001809574-26-000001 filed by Trinity Financial 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 ended2025-09-30
    13F 4,541 shares
    Change vs previous 13F +213 shares

    0.68% of the 13F portfolio, value $2,351,843.

    13F-HR 0001809574-25-000009 filed by Trinity Financial 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 ended2025-06-30
    13F 4,328 shares
    Change vs previous 13F +122 shares

    0.66% of the 13F portfolio, value $2,152,861.

    13F-HR 0001809574-25-000007 filed by Trinity Financial 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 ended2025-03-31
    13F/A 4,206 shares
    Change vs previous 13F +79 shares

    0.57% of the 13F portfolio, value $1,569,379.

    13F-HR/A 0001809574-25-000006 filed by Trinity Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,127 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,727,563.

    13F-HR 0001809574-25-000001 filed by Trinity Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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