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TCFG Investment Advisors, LLC: MSFT position timeline

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

TCFG Investment Advisors, LLC held 10,534 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 10,534 shares
    Change vs previous 13F -11,498 shares

    1.32% of the 13F portfolio, value $3,932,142.

    13F-HR 0001754960-26-000554 filed by TCFG Investment Advisors, 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 22,032 shares
    Change vs previous 13F +12,062 shares

    1.52% of the 13F portfolio, value $8,156,990.

    13F-HR 0001754960-26-000319 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TCFG WEALTH MANAGEMENT, LLC: 11,016 shares
    • TCFG Investment Advisors, LLC: 11,016 shares

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

  3. period ended2025-12-31
    13F 9,970 shares
    Change vs previous 13F -390 shares

    1.88% of the 13F portfolio, value $4,820,681.

    13F-HR 0001754960-26-000176 filed by TCFG WEALTH MANAGEMENT, 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/A 10,360 shares
    Change vs previous 13F +196 shares

    2.11% of the 13F portfolio, value $5,366,062.

    13F-HR/A 0001754960-25-000800 filed by TCFG WEALTH MANAGEMENT, 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 10,164 shares
    Change vs previous 13F -1,071 shares

    2.29% of the 13F portfolio, value $5,055,763.

    13F-HR 0001754960-25-000469 filed by TCFG WEALTH MANAGEMENT, 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 11,235 shares
    Change vs previous 13F +129 shares

    2.12% of the 13F portfolio, value $4,217,505.

    13F-HR 0001754960-25-000209 filed by TCFG WEALTH MANAGEMENT, 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 11,106 shares
    Change vs previous 13F -1,109 shares

    2.36% of the 13F portfolio, value $4,681,290.

    13F-HR 0001754960-25-000085 filed by TCFG WEALTH MANAGEMENT, 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 12,215 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $5,255,963.

    13F-HR 0001754960-24-000492 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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