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Disclosery

Clearstead Trust, LLC: MSFT position timeline

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

Clearstead Trust, LLC held 59,890 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,890 shares
    Change vs previous 13F -65 shares

    2.92% of the 13F portfolio, value $22,340,069.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 59,955 shares
    Change vs previous 13F +2,501 shares

    3.62% of the 13F portfolio, value $22,193,419.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 57,454 shares
    Change vs previous 13F +1,246 shares

    4.37% of the 13F portfolio, value $27,786,128.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 56,208 shares
    Change vs previous 13F -450 shares

    4.97% of the 13F portfolio, value $29,112,702.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 56,658 shares
    Change vs previous 13F +934 shares

    5.33% of the 13F portfolio, value $28,182,070.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 55,724 shares
    Change vs previous 13F -594 shares

    4.66% of the 13F portfolio, value $20,918,177.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 56,318 shares
    Change vs previous 13F +8,474 shares

    5.13% of the 13F portfolio, value $23,738,169.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, 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 47,844 shares
    Change vs previous 13F not available

    4.93% of the 13F portfolio, value $20,587,221.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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