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Copeland Capital Management, LLC: MSFT position timeline

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

Copeland Capital Management, LLC held 65,527 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,527 shares
    Change vs previous 13F -2,032 shares

    0.5% of the 13F portfolio, value $24,443,027.

    13F-HR 0001580642-26-004833 filed by Copeland Capital Management, 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 67,559 shares
    Change vs previous 13F +17,260 shares

    0.56% of the 13F portfolio, value $25,008,340.

    13F-HR 0001580642-26-002984 filed by Copeland Capital Management, 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 50,299 shares
    Change vs previous 13F -2,124 shares

    0.54% of the 13F portfolio, value $24,325,965.

    13F-HR 0001580642-26-000539 filed by Copeland Capital Management, 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 52,423 shares
    Change vs previous 13F -2,466 shares

    0.57% of the 13F portfolio, value $27,153,289.

    13F-HR 0001580642-25-006630 filed by Copeland Capital Management, 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 54,889 shares
    Change vs previous 13F -176 shares

    0.56% of the 13F portfolio, value $27,302,514.

    13F-HR 0001580642-25-004379 filed by Copeland Capital Management, 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 55,065 shares
    Change vs previous 13F -1,206 shares

    0.41% of the 13F portfolio, value $20,670,910.

    13F-HR 0001580642-25-002522 filed by Copeland Capital Management, 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 56,271 shares
    Change vs previous 13F -8,858 shares

    0.44% of the 13F portfolio, value $23,718,615.

    13F-HR 0001580642-25-000412 filed by Copeland Capital Management, 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 65,129 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $28,024,921.

    13F-HR 0001580642-24-006240 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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