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Carlson Capital Management: MSFT position timeline

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

Carlson Capital Management held 18,097 MSFT shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 18,097 shares
    Change vs previous 13F -1,514 shares

    0.33% of the 13F portfolio, value $7,627,953.

    13F-HR 0001581298-25-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 19,611 shares
    Change vs previous 13F +225 shares

    0.36% of the 13F portfolio, value $8,438,421.

    13F-HR 0001581298-24-000005 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 19,386 shares
    Change vs previous 13F +4 shares

    0.41% of the 13F portfolio, value $8,664,452.

    13F-HR 0001581298-24-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 19,382 shares
    Change vs previous 13F -19,425 shares

    0.38% of the 13F portfolio, value $8,154,438.

    13F-HR 0001581298-24-000002 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 38,807 shares
    Change vs previous 13F +3,167 shares

    0.75% of the 13F portfolio, value $14,593,158.

    13F-HR 0001581298-24-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 35,640 shares
    Change vs previous 13F +759 shares

    0.67% of the 13F portfolio, value $11,253,303.

    13F-HR 0001581298-23-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 34,881 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $11,878,236.

    13F-HR 0001581298-23-000003 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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