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Disclosery

BFSG, LLC: MSFT position timeline

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

BFSG, LLC held 60,361 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,361 shares
    Change vs previous 13F +1,191 shares

    2% of the 13F portfolio, value $22,516,026.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 59,170 shares
    Change vs previous 13F +1,430 shares

    2.08% of the 13F portfolio, value $21,903,105.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 57,740 shares
    Change vs previous 13F -72 shares

    2.72% of the 13F portfolio, value $27,924,144.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 57,812 shares
    Change vs previous 13F +371 shares

    2.9% of the 13F portfolio, value $29,943,468.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 57,441 shares
    Change vs previous 13F -2,974 shares

    3.2% of the 13F portfolio, value $28,571,915.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 60,415 shares
    Change vs previous 13F -6,193 shares

    2.76% of the 13F portfolio, value $22,679,042.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 66,608 shares
    Change vs previous 13F +229 shares

    3.28% of the 13F portfolio, value $28,075,400.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 66,379 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $28,562,900.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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