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Agate Pass Investment Management, LLC: MSFT position timeline

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

Agate Pass Investment Management, LLC held 25,850 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,850 shares
    Change vs previous 13F -1,210 shares

    3.56% of the 13F portfolio, value $9,642,436.

    13F-HR 0001900409-26-000003 filed by Agate Pass Investment Management, 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 27,060 shares
    Change vs previous 13F +24 shares

    3.92% of the 13F portfolio, value $10,016,760.

    13F-HR 0001900409-26-000002 filed by Agate Pass Investment Management, 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 27,036 shares
    Change vs previous 13F +864 shares

    4.86% of the 13F portfolio, value $13,075,040.

    13F-HR 0001900409-26-000001 filed by Agate Pass Investment 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 26,172 shares
    Change vs previous 13F +899 shares

    5.16% of the 13F portfolio, value $13,555,738.

    13F-HR 0001900409-25-000008 filed by Agate Pass Investment 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 25,273 shares
    Change vs previous 13F +956 shares

    5.16% of the 13F portfolio, value $12,570,899.

    13F-HR 0001900409-25-000004 filed by Agate Pass Investment 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 24,317 shares
    Change vs previous 13F +511 shares

    3.91% of the 13F portfolio, value $9,128,173.

    13F-HR 0001900409-25-000003 filed by Agate Pass Investment 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 23,806 shares
    Change vs previous 13F +1,556 shares

    4.54% of the 13F portfolio, value $10,034,353.

    13F-HR 0001900409-25-000001 filed by Agate Pass Investment 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 22,250 shares
    Change vs previous 13F not available

    4.78% of the 13F portfolio, value $9,574,225.

    13F-HR 0001900409-24-000006 filed by Agate Pass Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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