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Disclosery

Gradient Investments LLC: MSFT position timeline

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

Gradient Investments LLC held 282,382 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 282,382 shares
    Change vs previous 13F -22,552 shares

    2.07% of the 13F portfolio, value $144,833,639.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 304,934 shares
    Change vs previous 13F -14,661 shares

    1.57% of the 13F portfolio, value $113,746,454.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 319,595 shares
    Change vs previous 13F +20,436 shares

    1.83% of the 13F portfolio, value $118,304,431.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 299,159 shares
    Change vs previous 13F +13,996 shares

    2.3% of the 13F portfolio, value $144,679,424.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 285,163 shares
    Change vs previous 13F +11,770 shares

    2.47% of the 13F portfolio, value $147,699,981.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 273,393 shares
    Change vs previous 13F -1,950 shares

    2.49% of the 13F portfolio, value $135,988,205.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 275,343 shares
    Change vs previous 13F +35,785 shares

    2.08% of the 13F portfolio, value $103,360,833.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 239,558 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $100,973,855.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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