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Alley Investment Management Company, LLC: MSFT position timeline

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

Alley Investment Management Company, LLC held 66,114 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,114 shares
    Change vs previous 13F -620 shares

    2.88% of the 13F portfolio, value $24,661,844.

    13F-HR 0001917618-26-000003 filed by Alley Investment Management Company, 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 66,734 shares
    Change vs previous 13F +4,686 shares

    3.01% of the 13F portfolio, value $24,702,925.

    13F-HR 0001917618-26-000002 filed by Alley Investment Management Company, 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 62,048 shares
    Change vs previous 13F +12 shares

    3.51% of the 13F portfolio, value $30,007,654.

    13F-HR 0001917618-26-000001 filed by Alley Investment Management Company, 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 62,036 shares
    Change vs previous 13F +632 shares

    3.73% of the 13F portfolio, value $32,131,546.

    13F-HR 0001917618-25-000007 filed by Alley Investment Management Company, 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 61,404 shares
    Change vs previous 13F -317 shares

    3.7% of the 13F portfolio, value $30,542,964.

    13F-HR 0001917618-25-000003 filed by Alley Investment Management Company, 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 61,721 shares
    Change vs previous 13F +225 shares

    2.91% of the 13F portfolio, value $23,169,446.

    13F-HR 0001917618-25-000002 filed by Alley Investment Management Company, 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 61,496 shares
    Change vs previous 13F +1,023 shares

    3.28% of the 13F portfolio, value $25,920,564.

    13F-HR 0001917618-25-000001 filed by Alley Investment Management Company, 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 60,473 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $26,021,532.

    13F-HR 0001917618-24-000006 filed by Alley Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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