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Disclosery

ICONIQ Capital, LLC: MSFT position timeline

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

ICONIQ Capital, LLC held 2,452 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,452 shares
    Change vs previous 13F -146,869 shares

    0.03% of the 13F portfolio, value $914,645.

    13F-HR 0001011438-26-000517 filed by ICONIQ Capital, 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 149,321 shares
    Change vs previous 13F 0 shares

    1.24% of the 13F portfolio, value $55,274,155.

    13F-HR 0001011438-26-000321 filed by ICONIQ Capital, 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 149,321 shares
    Change vs previous 13F -1,685 shares

    1.09% of the 13F portfolio, value $72,214,622.

    13F-HR 0001011438-26-000105 filed by ICONIQ Capital, 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 151,006 shares
    Change vs previous 13F +114,515 shares

    0.97% of the 13F portfolio, value $78,213,558.

    13F-HR 0001011438-25-000558 filed by ICONIQ Capital, 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 36,491 shares
    Change vs previous 13F +3,059 shares

    0.31% of the 13F portfolio, value $18,150,988.

    13F-HR 0001011438-25-000429 filed by ICONIQ Capital, 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 33,432 shares
    Change vs previous 13F +1,995 shares

    0.22% of the 13F portfolio, value $12,550,038.

    13F-HR 0001011438-25-000273 filed by ICONIQ Capital, 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 31,437 shares
    Change vs previous 13F +14,160 shares

    0.21% of the 13F portfolio, value $13,250,696.

    13F-HR 0001011438-25-000133 filed by ICONIQ Capital, 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 17,277 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $7,434,293.

    13F-HR 0001011438-24-000607 filed by ICONIQ Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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