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Burkett Asset Management Ltd: MSFT position timeline

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

Burkett Asset Management Ltd held 3,045 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,045 shares
    Change vs previous 13F -285 shares

    1.47% of the 13F portfolio, value $1,561,781.

    13F-HR 0001085146-26-000885 filed by Burkett Asset Management Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,330 shares
    Change vs previous 13F +302 shares

    1.16% of the 13F portfolio, value $1,242,157.

    13F-HR 0002109360-26-000003 filed by Burkett Asset Management Ltd
    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 3,028 shares
    Change vs previous 13F +447 shares

    1.1% of the 13F portfolio, value $1,120,875.

    13F-HR 0002109360-26-000002 filed by Burkett Asset Management Ltd
    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 2,581 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,248,223.

    13F-HR 0002109360-26-000001 filed by Burkett Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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