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Disclosery

Canopy Partners, LLC: MSFT position timeline

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

Canopy Partners, LLC held 25,671 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,671 shares
    Change vs previous 13F +437 shares

    2.88% of the 13F portfolio, value $9,575,796.

    13F-HR 0001960860-26-000003 filed by Canopy Partners, 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 25,234 shares
    Change vs previous 13F +166 shares

    3.2% of the 13F portfolio, value $9,340,870.

    13F-HR 0001960860-26-000002 filed by Canopy Partners, 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 25,068 shares
    Change vs previous 13F +201 shares

    3.95% of the 13F portfolio, value $12,123,526.

    13F-HR 0001960860-26-000001 filed by Canopy Partners, 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 24,867 shares
    Change vs previous 13F -233 shares

    4.3% of the 13F portfolio, value $12,880,013.

    13F-HR 0001960860-25-000006 filed by Canopy Partners, 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 25,100 shares
    Change vs previous 13F -710 shares

    4.58% of the 13F portfolio, value $12,485,079.

    13F-HR 0001960860-25-000003 filed by Canopy Partners, 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 25,810 shares
    Change vs previous 13F -450 shares

    3.78% of the 13F portfolio, value $9,688,882.

    13F-HR 0001960860-25-000002 filed by Canopy Partners, 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 26,260 shares
    Change vs previous 13F +3,273 shares

    4.23% of the 13F portfolio, value $11,068,664.

    13F-HR 0001960860-25-000001 filed by Canopy Partners, 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 22,987 shares
    Change vs previous 13F not available

    4.26% of the 13F portfolio, value $9,891,382.

    13F-HR 0001960860-24-000008 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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