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Disclosery

CMC Financial Group: MSFT position timeline

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

CMC Financial Group held 2,371 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,371 shares
    Change vs previous 13F +6 shares

    1.71% of the 13F portfolio, value $884,493.

    13F-HR 0001770940-26-000003 filed by CMC Financial 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 2,365 shares
    Change vs previous 13F +6 shares

    1.77% of the 13F portfolio, value $875,543.

    13F-HR 0001770940-26-000002 filed by CMC Financial 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 2,359 shares
    Change vs previous 13F -20 shares

    2.04% of the 13F portfolio, value $1,141,056.

    13F-HR 0001770940-26-000001 filed by CMC Financial 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 2,379 shares
    Change vs previous 13F -30 shares

    2.28% of the 13F portfolio, value $1,232,202.

    13F-HR 0001770940-25-000006 filed by CMC Financial 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 2,409 shares
    Change vs previous 13F -17 shares

    2.74% of the 13F portfolio, value $1,198,218.

    13F-HR 0001770940-25-000004 filed by CMC Financial 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 2,426 shares
    Change vs previous 13F +20 shares

    2.06% of the 13F portfolio, value $910,590.

    13F-HR 0001770940-25-000002 filed by CMC Financial 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 2,406 shares
    Change vs previous 13F -75 shares

    2.16% of the 13F portfolio, value $1,014,129.

    13F-HR 0001770940-25-000001 filed by CMC Financial 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 2,481 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $1,067,441.

    13F-HR 0001770940-24-000006 filed by CMC Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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