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Disclosery

Ballentine Partners, LLC: MSFT position timeline

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

Ballentine Partners, LLC held 207,724 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 207,724 shares
    Change vs previous 13F +1,515 shares

    0.95% of the 13F portfolio, value $77,485,226.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, 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 206,209 shares
    Change vs previous 13F +12,638 shares

    1.06% of the 13F portfolio, value $76,332,737.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, 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 193,571 shares
    Change vs previous 13F -2,310 shares

    1.32% of the 13F portfolio, value $93,614,716.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, 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 195,881 shares
    Change vs previous 13F +2,603 shares

    1.41% of the 13F portfolio, value $101,456,423.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, 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 193,278 shares
    Change vs previous 13F +7,012 shares

    1.45% of the 13F portfolio, value $96,138,423.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, 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 186,266 shares
    Change vs previous 13F -26 shares

    1.21% of the 13F portfolio, value $69,922,259.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, 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 186,292 shares
    Change vs previous 13F +3,139 shares

    1.35% of the 13F portfolio, value $78,521,844.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, 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 183,153 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $78,810,353.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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