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EMERALD ADVISERS, LLC: MSFT position timeline

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

EMERALD ADVISERS, LLC held 127,099 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,099 shares
    Change vs previous 13F +17,299 shares

    0.82% of the 13F portfolio, value $47,410,478.

    13F-HR 0001104659-26-094342 filed by Emerald Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 12,893 shares
    • Emerald Investment Advisers, LLC: 114,206 shares

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

  2. period ended2026-03-31
    13F 109,800 shares
    Change vs previous 13F +97,383 shares

    0.95% of the 13F portfolio, value $40,644,669.

    13F-HR 0001104659-26-058459 filed by Emerald Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 13,248 shares
    • Emerald Investment Advisers, LLC: 96,552 shares

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

  3. period ended2025-12-31
    13F 12,417 shares
    Change vs previous 13F -3,089 shares

    0.19% of the 13F portfolio, value $6,005,110.

    13F-HR 0001104659-26-011928 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 12,417 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 0 shares

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

  4. period ended2025-09-30
    13F 15,506 shares
    Change vs previous 13F -1,339 shares

    0.16% of the 13F portfolio, value $8,031,333.

    13F-HR 0001104659-25-104111 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 12,737 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 2,769 shares

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

  5. period ended2025-06-30
    13F 16,845 shares
    Change vs previous 13F -933 shares

    0.19% of the 13F portfolio, value $8,378,871.

    13F-HR 0001104659-25-073440 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 12,737 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 4,108 shares

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

  6. period ended2025-03-31
    13F 17,778 shares
    Change vs previous 13F -5,167 shares

    0.18% of the 13F portfolio, value $6,673,684.

    13F-HR 0001104659-25-043298 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 13,458 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 4,320 shares

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

  7. period ended2024-12-31
    13F 22,945 shares
    Change vs previous 13F -631 shares

    0.23% of the 13F portfolio, value $9,671,318.

    13F-HR 0001104659-25-011405 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 17,820 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 5,125 shares

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

  8. period ended2024-09-30
    13F 23,576 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $10,144,753.

    13F-HR 0001104659-24-112224 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 18,200 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 5,376 shares

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