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Alan B Lancz & Associates, Inc.: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alan B Lancz & Associates, Inc. on MSFT, newest first. How the timeline and the estimate are built.

Alan B Lancz & Associates, Inc. held 10,363 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,363 shares
    Change vs previous 13F 0 shares

    3.36% of the 13F portfolio, value $3,865,607.

    13F-HR 0001765380-26-000339 filed by Alan B Lancz & Associates, Inc.
    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 10,363 shares
    Change vs previous 13F -630 shares

    3.72% of the 13F portfolio, value $3,836,072.

    13F-HR 0001765380-26-000154 filed by Alan B Lancz & Associates, Inc.
    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 10,993 shares
    Change vs previous 13F +250 shares

    4.67% of the 13F portfolio, value $5,316,435.

    13F-HR 0001897835-26-000001 filed by Alan B Lancz & Associates, Inc.
    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 10,743 shares
    Change vs previous 13F -1,000 shares

    5.03% of the 13F portfolio, value $5,564,337.

    13F-HR 0001765380-25-000497 filed by Alan B Lancz & Associates, Inc.
    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 11,743 shares
    Change vs previous 13F +250 shares

    5.85% of the 13F portfolio, value $5,841,086.

    13F-HR 0001897835-25-000003 filed by Alan B Lancz & Associates, Inc.
    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 11,493 shares
    Change vs previous 13F +800 shares

    4.6% of the 13F portfolio, value $4,314,358.

    13F-HR 0001897835-25-000002 filed by Alan B Lancz & Associates, Inc.
    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 10,693 shares
    Change vs previous 13F -1,775 shares

    4.58% of the 13F portfolio, value $4,507,100.

    13F-HR 0001897835-25-000001 filed by Alan B Lancz & Associates, Inc.
    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 12,468 shares
    Change vs previous 13F not available

    4.92% of the 13F portfolio, value $5,364,981.

    13F-HR 0001897835-24-000003 filed by Alan B Lancz & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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