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Disclosery

Avalon Trust Co: MSFT position timeline

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

Avalon Trust Co held 208,627 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 208,627 shares
    Change vs previous 13F -27,914 shares

    4.79% of the 13F portfolio, value $77,822,044.

    13F-HR 0001798150-26-000003 filed by Avalon Trust Co
    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 236,541 shares
    Change vs previous 13F +5,762 shares

    6.03% of the 13F portfolio, value $87,560,382.

    13F-HR 0001798150-26-000002 filed by Avalon Trust Co
    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 230,779 shares
    Change vs previous 13F +569 shares

    7.22% of the 13F portfolio, value $111,609,340.

    13F-HR 0001798150-26-000001 filed by Avalon Trust Co
    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 230,210 shares
    Change vs previous 13F +1,021 shares

    7.74% of the 13F portfolio, value $119,237,270.

    13F-HR 0001798150-25-000005 filed by Avalon Trust Co
    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 229,189 shares
    Change vs previous 13F -14,697 shares

    8.34% of the 13F portfolio, value $114,000,901.

    13F-HR 0001798150-25-000004 filed by Avalon Trust Co
    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 243,886 shares
    Change vs previous 13F +2,471 shares

    7.28% of the 13F portfolio, value $91,552,516.

    13F-HR 0001798150-25-000001 filed by Avalon Trust Co
    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 241,415 shares
    Change vs previous 13F +2,538 shares

    7.24% of the 13F portfolio, value $101,756,423.

    13F-HR 0000842775-25-000003 filed by Avalon Trust Co
    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 238,877 shares
    Change vs previous 13F not available

    7.6% of the 13F portfolio, value $102,788,774.

    13F-HR 0001708001-24-000007 filed by Avalon Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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