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Disclosery

CGC Financial Services, LLC: MSFT position timeline

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

CGC Financial Services, LLC held 1,901 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,901 shares
    Change vs previous 13F -114 shares

    0.16% of the 13F portfolio, value $709,126.

    13F-HR 0001992785-26-000004 filed by CGC Financial Services, 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 2,015 shares
    Change vs previous 13F -337 shares

    0.22% of the 13F portfolio, value $745,903.

    13F-HR 0001992785-26-000003 filed by CGC 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 ended2025-12-31
    13F 2,352 shares
    Change vs previous 13F +576 shares

    0.3% of the 13F portfolio, value $1,137,483.

    13F-HR 0001992785-26-000001 filed by CGC 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 ended2025-09-30
    13F 1,776 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $919,884.

    13F-HR 0001992785-25-000007 filed by CGC 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 ended2025-06-30
    13F 1,776 shares
    Change vs previous 13F -173 shares

    0.3% of the 13F portfolio, value $883,400.

    13F-HR 0001992785-25-000004 filed by CGC 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 ended2025-03-31
    13F 1,949 shares
    Change vs previous 13F -138 shares

    0.29% of the 13F portfolio, value $731,733.

    13F-HR 0001992785-25-000003 filed by CGC 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 ended2024-12-31
    13F 2,087 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $879,781.

    13F-HR 0001992785-25-000001 filed by CGC 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 ended2024-09-30
    13F 2,087 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $898,149.

    13F-HR 0001992785-24-000006 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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