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VestGen Advisors, LLC: MSFT position timeline

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

VestGen Advisors, LLC held 100,377 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,377 shares
    Change vs previous 13F -3,483 shares

    1.1% of the 13F portfolio, value $37,442,791.

    13F-HR 0002050130-26-000005 filed by VestGen 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 103,860 shares
    Change vs previous 13F +13,080 shares

    1.19% of the 13F portfolio, value $42,351,081.

    13F-HR 0002050130-26-000004 filed by VestGen 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 90,780 shares
    Change vs previous 13F -20,177 shares

    1.87% of the 13F portfolio, value $43,902,923.

    13F-HR 0002050130-26-000001 filed by VestGen 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 110,957 shares
    Change vs previous 13F +19,849 shares

    1.91% of the 13F portfolio, value $57,470,225.

    13F-HR 0002050130-25-000006 filed by VestGen 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 91,108 shares
    Change vs previous 13F +792 shares

    1.85% of the 13F portfolio, value $46,495,385.

    13F-HR 0002050130-25-000005 filed by VestGen 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 90,316 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $33,903,552.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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