Copley Financial Group, Inc.: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Copley Financial Group, Inc. on MSFT, newest first. How the timeline and the estimate are built.
Copley Financial Group, Inc. held 2,853 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 2,853 sharesChange vs previous 13F -362 shares
0.64% of the 13F portfolio, value $1,064,226.
13F-HR 0002045258-26-000003 filed by Copley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,215 sharesChange vs previous 13F +467 shares
0.72% of the 13F portfolio, value $1,190,097.
13F-HR 0002045258-26-000002 filed by Copley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,748 sharesChange vs previous 13F -49 shares
0.82% of the 13F portfolio, value $1,328,988.
13F-HR 0002045258-26-000001 filed by Copley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,797 sharesChange vs previous 13F -197 shares
0.99% of the 13F portfolio, value $1,448,706.
13F-HR 0002045258-25-000006 filed by Copley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,994 sharesChange vs previous 13F -208 shares
1.1% of the 13F portfolio, value $1,489,246.
13F-HR 0002045258-25-000004 filed by Copley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 3,202 sharesChange vs previous 13F +136 shares
0.92% of the 13F portfolio, value $1,201,999.
13F-HR/A 0002045258-25-000003 filed by Copley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,066 sharesChange vs previous 13F +1,133 shares
0.99% of the 13F portfolio, value $1,292,319.
13F-HR 0002045258-25-000001 filed by Copley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,933 sharesChange vs previous 13F not available
0.76% of the 13F portfolio, value $831,770.
13F-HR 0002045258-24-000002 filed by Copley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).