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Disclosery

Burton Enright Welch: MSFT position timeline

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

Burton Enright Welch held 8,319 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,319 shares
    Change vs previous 13F -110 shares

    0.36% of the 13F portfolio, value $3,103,103.

    13F-HR 0002105919-26-000020 filed by Burton Enright Welch
    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 8,429 shares
    Change vs previous 13F +224 shares

    0.42% of the 13F portfolio, value $3,120,003.

    13F-HR 0002105919-26-000019 filed by Burton Enright Welch
    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 8,205 shares
    Change vs previous 13F +342 shares

    0.56% of the 13F portfolio, value $3,968,344.

    13F-HR 0002105919-26-000002 filed by Burton Enright Welch
    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 7,863 shares
    Change vs previous 13F +305 shares

    0.61% of the 13F portfolio, value $4,072,789.

    13F-HR 0002105919-26-000018 filed by Burton Enright Welch
    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 7,558 shares
    Change vs previous 13F +980 shares

    0.65% of the 13F portfolio, value $3,759,549.

    13F-HR 0002105919-26-000017 filed by Burton Enright Welch
    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 6,578 shares
    Change vs previous 13F -64 shares

    0.5% of the 13F portfolio, value $2,469,141.

    13F-HR 0002105919-26-000016 filed by Burton Enright Welch
    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 6,642 shares
    Change vs previous 13F +29 shares

    0.59% of the 13F portfolio, value $2,799,406.

    13F-HR 0002105919-26-000015 filed by Burton Enright Welch
    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 6,613 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,845,372.

    13F-HR 0002105919-26-000014 filed by Burton Enright Welch
    Filed (acceptance time not in the bulk data set), ingested

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