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Trust Investment Advisors: MSFT position timeline

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

Trust Investment Advisors held 17,339 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,339 shares
    Change vs previous 13F +124 shares

    3.09% of the 13F portfolio, value $6,467,752.

    13F-HR 0001597690-26-000004 filed by Trust Investment Advisors
    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 17,215 shares
    Change vs previous 13F -2,024 shares

    3.73% of the 13F portfolio, value $6,372,401.

    13F-HR 0001597690-26-000003 filed by Trust Investment Advisors
    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 19,239 shares
    Change vs previous 13F -637 shares

    4.95% of the 13F portfolio, value $9,304,228.

    13F-HR 0001597690-26-000002 filed by Trust Investment Advisors
    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 19,876 shares
    Change vs previous 13F +18 shares

    5.79% of the 13F portfolio, value $10,294,787.

    13F-HR 0001597690-25-000007 filed by Trust Investment Advisors
    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 19,858 shares
    Change vs previous 13F -1,173 shares

    6% of the 13F portfolio, value $9,877,666.

    13F-HR 0001085146-25-004435 filed by Trust Investment Advisors
    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 21,031 shares
    Change vs previous 13F +726 shares

    5.08% of the 13F portfolio, value $7,894,949.

    13F-HR 0001085146-25-002550 filed by Trust Investment Advisors
    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 20,305 shares
    Change vs previous 13F -521 shares

    5.46% of the 13F portfolio, value $8,558,615.

    13F-HR 0001085146-25-001021 filed by Trust Investment Advisors
    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 20,826 shares
    Change vs previous 13F not available

    5.71% of the 13F portfolio, value $8,961,502.

    13F-HR 0001085146-24-005491 filed by Trust Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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