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BURKETT FINANCIAL SERVICES, LLC: MSFT position timeline

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

BURKETT FINANCIAL SERVICES, LLC held 8,404 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,404 shares
    Change vs previous 13F +1,738 shares

    1.3% of the 13F portfolio, value $4,310,541.

    13F-HR 0001762716-26-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,666 shares
    Change vs previous 13F +16 shares

    0.78% of the 13F portfolio, value $2,486,631.

    13F-HR 0001762716-26-000003 filed by BURKETT FINANCIAL SERVICES, 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 6,650 shares
    Change vs previous 13F +45 shares

    0.84% of the 13F portfolio, value $2,461,920.

    13F-HR 0001762716-26-000002 filed by BURKETT FINANCIAL SERVICES, 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 6,605 shares
    Change vs previous 13F +47 shares

    1.09% of the 13F portfolio, value $3,194,717.

    13F-HR 0001762716-26-000001 filed by BURKETT FINANCIAL SERVICES, 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 6,558 shares
    Change vs previous 13F -52 shares

    1.17% of the 13F portfolio, value $3,396,745.

    13F-HR 0001762716-25-000006 filed by BURKETT FINANCIAL SERVICES, 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 6,610 shares
    Change vs previous 13F -23 shares

    1.18% of the 13F portfolio, value $3,287,991.

    13F-HR 0001762716-25-000003 filed by BURKETT FINANCIAL SERVICES, 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 6,633 shares
    Change vs previous 13F +47 shares

    1.01% of the 13F portfolio, value $2,490,037.

    13F-HR 0001762716-25-000002 filed by BURKETT FINANCIAL SERVICES, 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 6,586 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,775,983.

    13F-HR 0001762716-25-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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