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Kestra Advisory Services, LLC: MSFT position timeline

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

Kestra Advisory Services, LLC held 1,596,476 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,596,476 shares
    Change vs previous 13F +87,865 shares

    1.32% of the 13F portfolio, value $595,517,367.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 390,062 shares
    • Kestra Advisory Services, LLC: 1,149,139 shares
    • Kestra Investment Management, LLC: 57,275 shares

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

  2. period ended2026-03-31
    13F 1,508,611 shares
    Change vs previous 13F +148,176 shares

    1.38% of the 13F portfolio, value $558,442,302.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 387,641 shares
    • Kestra Advisory Services, LLC: 1,061,804 shares
    • Kestra Investment Management, LLC: 59,166 shares

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

  3. period ended2025-12-31
    13F 1,360,435 shares
    Change vs previous 13F +89,974 shares

    1.81% of the 13F portfolio, value $657,933,670.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 364,798 shares
    • Kestra Advisory Services, LLC: 969,065 shares
    • Kestra Investment Management, LLC: 26,572 shares

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

  4. period ended2025-09-30
    13F 1,270,461 shares
    Change vs previous 13F +61,567 shares

    1.98% of the 13F portfolio, value $658,035,358.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 349,211 shares
    • Kestra Advisory Services, LLC: 896,117 shares
    • Kestra Investment Management, LLC: 25,133 shares

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

  5. period ended2025-06-30
    13F/A 1,208,894 shares
    Change vs previous 13F +24,773 shares

    1.96% of the 13F portfolio, value $601,315,696.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 352,326 shares
    • Kestra Advisory Services, LLC: 805,453 shares
    • Kestra Investment Management, LLC: 51,115 shares

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

  6. period ended2025-03-31
    13F/A 1,184,121 shares
    Change vs previous 13F -8,736 shares

    1.49% of the 13F portfolio, value $444,507,183.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 344,667 shares
    • Kestra Advisory Services, LLC: 791,390 shares
    • Kestra Investment Management, LLC: 48,064 shares

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

  7. period ended2024-12-31
    13F 1,192,857 shares
    Change vs previous 13F +14,092 shares

    1.88% of the 13F portfolio, value $502,789,224.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 325,635 shares
    • Kestra Advisory Services, LLC: 823,027 shares
    • Kestra Investment Management, LLC: 44,195 shares

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

  8. period ended2024-09-30
    13F 1,178,765 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $507,285,335.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 274,059 shares
    • Kestra Advisory Services, LLC: 863,082 shares
    • Kestra Investment Management, LLC: 41,624 shares

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