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Waverly Advisors, LLC: MSFT position timeline

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

Waverly Advisors, LLC held 689,804 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 689,804 shares
    Change vs previous 13F +129,313 shares

    1.49% of the 13F portfolio, value $257,310,786.

    13F-HR 0001398344-26-014582 filed by Waverly 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 560,491 shares
    Change vs previous 13F +85,581 shares

    1.56% of the 13F portfolio, value $207,476,867.

    13F-HR 0001398344-26-009223 filed by Waverly 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 474,910 shares
    Change vs previous 13F +134,910 shares

    1.86% of the 13F portfolio, value $229,675,523.

    13F-HR 0001398344-26-003224 filed by Waverly 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 340,000 shares
    Change vs previous 13F +13,674 shares

    1.76% of the 13F portfolio, value $176,102,812.

    13F-HR 0001398344-25-020944 filed by Waverly 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 326,326 shares
    Change vs previous 13F +5,482 shares

    1.78% of the 13F portfolio, value $162,317,645.

    13F-HR 0001398344-25-015429 filed by Waverly 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 320,844 shares
    Change vs previous 13F +111,962 shares

    1.47% of the 13F portfolio, value $120,441,880.

    13F-HR 0001398344-25-009517 filed by Waverly 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 ended2024-12-31
    13F 208,882 shares
    Change vs previous 13F +53,196 shares

    1.36% of the 13F portfolio, value $88,043,670.

    13F-HR 0001398344-25-002762 filed by Waverly 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 ended2024-09-30
    13F 155,686 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $66,991,512.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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