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Disclosery

Athena Investment Management: MSFT position timeline

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

Athena Investment Management held 9,851 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,851 shares
    Change vs previous 13F -4,073 shares

    2.18% of the 13F portfolio, value $3,674,620.

    13F-HR 0001921093-26-000003 filed by Athena Investment Management
    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 13,924 shares
    Change vs previous 13F -23 shares

    2.67% of the 13F portfolio, value $5,154,247.

    13F-HR 0001921093-26-000002 filed by Athena Investment Management
    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 13,947 shares
    Change vs previous 13F +32 shares

    3.46% of the 13F portfolio, value $6,745,048.

    13F-HR 0001921093-26-000001 filed by Athena Investment Management
    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 13,915 shares
    Change vs previous 13F -75 shares

    3.75% of the 13F portfolio, value $7,207,274.

    13F-HR 0001921093-25-000006 filed by Athena Investment Management
    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 13,990 shares
    Change vs previous 13F -109 shares

    3.89% of the 13F portfolio, value $6,958,766.

    13F-HR 0001921093-25-000004 filed by Athena Investment Management
    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 14,099 shares
    Change vs previous 13F -14 shares

    3.21% of the 13F portfolio, value $5,292,624.

    13F-HR 0001921093-25-000002 filed by Athena Investment Management
    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 14,113 shares
    Change vs previous 13F -31 shares

    3.45% of the 13F portfolio, value $5,948,630.

    13F-HR 0001921093-25-000001 filed by Athena Investment Management
    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 14,144 shares
    Change vs previous 13F not available

    3.47% of the 13F portfolio, value $6,086,163.

    13F-HR 0001921093-24-000004 filed by Athena Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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