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Disclosery

626 Financial, LLC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 626 Financial, LLC on MSFT, newest first. How the timeline and the estimate are built.

626 Financial, LLC held 20,426 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,426 shares
    Change vs previous 13F +250 shares

    2.98% of the 13F portfolio, value $7,619,322.

    13F-HR 0001951757-26-001069 filed by 626 Financial, 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 20,176 shares
    Change vs previous 13F -23 shares

    3.34% of the 13F portfolio, value $7,468,708.

    13F-HR 0001951757-26-000723 filed by 626 Financial, 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 20,199 shares
    Change vs previous 13F -345 shares

    4.22% of the 13F portfolio, value $9,768,854.

    13F-HR 0001951757-26-000373 filed by 626 Financial, 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 20,544 shares
    Change vs previous 13F +14 shares

    4.69% of the 13F portfolio, value $10,640,918.

    13F-HR 0001951757-25-001344 filed by 626 Financial, 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/A 20,530 shares
    Change vs previous 13F +21 shares

    4.79% of the 13F portfolio, value $10,211,748.

    13F-HR/A 0001951757-25-001014 filed by 626 Financial, 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 20,509 shares
    Change vs previous 13F +1,446 shares

    3.96% of the 13F portfolio, value $7,698,772.

    13F-HR 0001951757-25-000288 filed by 626 Financial, 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 19,063 shares
    Change vs previous 13F +386 shares

    4.33% of the 13F portfolio, value $8,035,268.

    13F-HR 0001951757-25-000015 filed by 626 Financial, 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 18,677 shares
    Change vs previous 13F not available

    4.45% of the 13F portfolio, value $8,036,642.

    13F-HR 0001951757-24-001022 filed by 626 Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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