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Bolthouse Investments, LLC: MSFT position timeline

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

Bolthouse Investments, LLC held 11,397 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,397 shares
    Change vs previous 13F +32 shares

    3.45% of the 13F portfolio, value $4,251,516.

    13F-HR 0001941040-26-000560 filed by Bolthouse Investments, 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 11,365 shares
    Change vs previous 13F 0 shares

    3.8% of the 13F portfolio, value $4,207,188.

    13F-HR 0001941040-26-000273 filed by Bolthouse Investments, 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 11,365 shares
    Change vs previous 13F 0 shares

    4.89% of the 13F portfolio, value $5,496,609.

    13F-HR 0001941040-26-000047 filed by Bolthouse Investments, 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 11,365 shares
    Change vs previous 13F -1,132 shares

    5.34% of the 13F portfolio, value $5,886,790.

    13F-HR 0001941040-25-000573 filed by Bolthouse Investments, 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/A 12,497 shares
    Change vs previous 13F 0 shares

    6.16% of the 13F portfolio, value $6,216,409.

    13F-HR/A 0001941040-25-000570 filed by Bolthouse Investments, 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 12,497 shares
    Change vs previous 13F +122 shares

    4.89% of the 13F portfolio, value $4,691,458.

    13F-HR 0001941040-25-000240 filed by Bolthouse Investments, 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 12,375 shares
    Change vs previous 13F not available

    4.82% of the 13F portfolio, value $5,216,188.

    13F-HR 0001941040-25-000168 filed by Bolthouse Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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