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CARY STREET PARTNERS ASSET MANAGEMENT LLC: MSFT position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 240,700 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 240,700 shares
    Change vs previous 13F +9,070 shares

    1.77% of the 13F portfolio, value $89,786,132.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 213,728 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 26,972 shares

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

  2. period ended2026-03-31
    13F 231,630 shares
    Change vs previous 13F +7,862 shares

    1.94% of the 13F portfolio, value $85,742,917.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 207,186 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 24,444 shares

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

  3. period ended2025-12-31
    13F 223,768 shares
    Change vs previous 13F +7,247 shares

    2.45% of the 13F portfolio, value $108,219,285.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 199,582 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 24,186 shares

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

  4. period ended2025-09-30
    13F 216,521 shares
    Change vs previous 13F -567 shares

    2.74% of the 13F portfolio, value $112,147,238.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 194,150 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 22,371 shares

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

  5. period ended2025-06-30
    13F 217,088 shares
    Change vs previous 13F +2,842 shares

    2.86% of the 13F portfolio, value $107,981,640.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 196,999 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 20,089 shares

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

  6. period ended2025-03-31
    13F 214,246 shares
    Change vs previous 13F +10,920 shares

    2.41% of the 13F portfolio, value $80,425,918.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 197,007 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 17,239 shares

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

  7. period ended2024-12-31
    13F 203,326 shares
    Change vs previous 13F +9,108 shares

    2.66% of the 13F portfolio, value $85,701,907.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 188,378 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 14,948 shares

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

  8. period ended2024-09-30
    13F 194,218 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $83,571,620.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 194,218 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 25,204 shares (included in another member's report, not added)

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