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Disclosery

Bull Oak Capital, LLC: MSFT position timeline

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

Bull Oak Capital, LLC held 1,774 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,774 shares
    Change vs previous 13F +321 shares

    0.22% of the 13F portfolio, value $661,641.

    13F-HR 0001824263-26-000004 filed by Bull Oak Capital, 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 1,453 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $537,857.

    13F-HR 0001824263-26-000003 filed by Bull Oak Capital, 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 1,453 shares
    Change vs previous 13F -42 shares

    0.29% of the 13F portfolio, value $702,700.

    13F-HR 0001824263-26-000001 filed by Bull Oak Capital, 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 1,495 shares
    Change vs previous 13F -10 shares

    0.33% of the 13F portfolio, value $774,335.

    13F-HR 0001824263-25-000008 filed by Bull Oak Capital, 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 1,505 shares
    Change vs previous 13F -1 shares

    0.34% of the 13F portfolio, value $748,602.

    13F-HR 0001824263-25-000002 filed by Bull Oak Capital, 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 1,506 shares
    Change vs previous 13F -3 shares

    0.31% of the 13F portfolio, value $565,459.

    13F-HR 0002054264-25-000012 filed by Bull Oak Capital, 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 1,509 shares
    Change vs previous 13F +232 shares

    0.35% of the 13F portfolio, value $636,105.

    13F-HR 0001824263-25-000001 filed by Bull Oak Capital, 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 1,277 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $549,364.

    13F-HR 0001824263-24-000005 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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