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Bleakley Financial Group, LLC: MSFT position timeline

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

Bleakley Financial Group, LLC held 289,430 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 289,430 shares
    Change vs previous 13F +5,411 shares

    1.38% of the 13F portfolio, value $107,963,299.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 284,019 shares
    Change vs previous 13F +20,617 shares

    1.64% of the 13F portfolio, value $105,135,438.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 263,402 shares
    Change vs previous 13F +21,368 shares

    2.21% of the 13F portfolio, value $127,386,479.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 242,034 shares
    Change vs previous 13F +6,923 shares

    2.91% of the 13F portfolio, value $125,361,469.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 235,111 shares
    Change vs previous 13F +16,987 shares

    2.97% of the 13F portfolio, value $116,946,665.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 218,124 shares
    Change vs previous 13F -3,530 shares

    2.63% of the 13F portfolio, value $81,881,748.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 221,654 shares
    Change vs previous 13F +2,903 shares

    2.81% of the 13F portfolio, value $93,427,201.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 218,751 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $94,128,605.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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