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BOS Asset Management, LLC: MSFT position timeline

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

BOS Asset Management, LLC held 7,231 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,231 shares
    Change vs previous 13F -108 shares

    0.87% of the 13F portfolio, value $3,708,836.

    13F-HR 0001965814-26-000005 filed by BOS Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,339 shares
    Change vs previous 13F -173 shares

    0.64% of the 13F portfolio, value $2,737,625.

    13F-HR 0001965814-26-000003 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,512 shares
    Change vs previous 13F +496 shares

    0.71% of the 13F portfolio, value $2,780,737.

    13F-HR 0001965814-26-000002 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,016 shares
    Change vs previous 13F -142 shares

    0.91% of the 13F portfolio, value $3,393,090.

    13F-HR 0001965814-26-000001 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,158 shares
    Change vs previous 13F -12 shares

    1.04% of the 13F portfolio, value $3,707,486.

    13F-HR 0001965814-25-000009 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,170 shares
    Change vs previous 13F -137 shares

    1.14% of the 13F portfolio, value $3,566,430.

    13F-HR 0001965814-25-000007 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,307 shares
    Change vs previous 13F +167 shares

    0.94% of the 13F portfolio, value $2,742,975.

    13F-HR 0001965814-25-000006 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,140 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $3,009,510.

    13F-HR 0001965814-25-000002 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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