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Disclosery

Aureus Asset Management, LLC: MSFT position timeline

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

Aureus Asset Management, LLC held 179,278 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 179,278 shares
    Change vs previous 13F -14,800 shares

    4.06% of the 13F portfolio, value $66,874,443.

    13F-HR 0001398344-26-014481 filed by Aureus Asset 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 194,078 shares
    Change vs previous 13F -5,120 shares

    4.79% of the 13F portfolio, value $71,841,948.

    13F-HR 0001381296-26-000002 filed by Aureus Asset 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 199,198 shares
    Change vs previous 13F -1,133 shares

    6.14% of the 13F portfolio, value $96,336,173.

    13F-HR 0001381296-26-000001 filed by Aureus Asset 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 200,331 shares
    Change vs previous 13F -8,920 shares

    6.76% of the 13F portfolio, value $103,761,401.

    13F-HR 0001381296-25-000005 filed by Aureus Asset 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 209,251 shares
    Change vs previous 13F +2,860 shares

    6.66% of the 13F portfolio, value $104,083,435.

    13F-HR 0001381296-25-000003 filed by Aureus Asset 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 206,391 shares
    Change vs previous 13F -1,286 shares

    5.43% of the 13F portfolio, value $77,476,985.

    13F-HR 0001381296-25-000002 filed by Aureus Asset 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 207,677 shares
    Change vs previous 13F +3,374 shares

    5.66% of the 13F portfolio, value $87,536,055.

    13F-HR 0001381296-25-000001 filed by Aureus Asset 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 204,303 shares
    Change vs previous 13F not available

    5.75% of the 13F portfolio, value $87,911,721.

    13F-HR 0001381296-24-000004 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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