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Disclosery

Castellan Group: MSFT position timeline

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

Castellan Group held 5,900 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,900 shares
    Change vs previous 13F -300 shares

    0.24% of the 13F portfolio, value $2,200,818.

    13F-HR 0001832521-26-000003 filed by Castellan Group
    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 6,200 shares
    Change vs previous 13F -10,919 shares

    0.32% of the 13F portfolio, value $2,295,054.

    13F-HR 0001832521-26-000002 filed by Castellan Group
    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 17,119 shares
    Change vs previous 13F +13,919 shares

    1.04% of the 13F portfolio, value $8,279,091.

    13F-HR 0001832521-26-000001 filed by Castellan Group
    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 3,200 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,657,440.

    13F-HR 0001832521-25-000008 filed by Castellan Group
    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/A 3,200 shares
    Change vs previous 13F -35,367 shares

    0.29% of the 13F portfolio, value $1,591,712.

    13F-HR/A 0001832521-25-000006 filed by Castellan Group
    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 38,567 shares
    Change vs previous 13F +18,203 shares

    4.05% of the 13F portfolio, value $14,477,666.

    13F-HR 0001832521-25-000004 filed by Castellan Group
    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 20,364 shares
    Change vs previous 13F -790 shares

    3.72% of the 13F portfolio, value $8,583,426.

    13F-HR 0001832521-25-000002 filed by Castellan Group
    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 21,154 shares
    Change vs previous 13F not available

    3.84% of the 13F portfolio, value $9,102,566.

    13F-HR 0001832521-24-000010 filed by Castellan Group
    Filed (acceptance time not in the bulk data set), ingested

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