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Disclosery

Costello Asset Management, INC: MSFT position timeline

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

Costello Asset Management, INC held 39,499 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,499 shares
    Change vs previous 13F -226 shares

    4.42% of the 13F portfolio, value $14,734,038.

    13F-HR 0001760145-26-000004 filed by Costello Asset Management, INC
    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 39,725 shares
    Change vs previous 13F +1 shares

    5.08% of the 13F portfolio, value $14,704,946.

    13F-HR 0001760145-26-000003 filed by Costello Asset Management, INC
    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 39,724 shares
    Change vs previous 13F +1,500 shares

    6.35% of the 13F portfolio, value $19,211,387.

    13F-HR 0001760145-26-000001 filed by Costello Asset Management, INC
    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 38,224 shares
    Change vs previous 13F +1,211 shares

    6.63% of the 13F portfolio, value $19,798,000.

    13F-HR 0001760145-25-000006 filed by Costello Asset Management, INC
    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 37,013 shares
    Change vs previous 13F -471 shares

    6.92% of the 13F portfolio, value $18,410,546.

    13F-HR 0001760145-25-000003 filed by Costello Asset Management, INC
    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 37,484 shares
    Change vs previous 13F +11,594 shares

    5.71% of the 13F portfolio, value $14,071,049.

    13F-HR 0001760145-25-000002 filed by Costello Asset Management, INC
    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 25,890 shares
    Change vs previous 13F +2,701 shares

    7.22% of the 13F portfolio, value $10,912,653.

    13F-HR 0001760145-25-000001 filed by Costello Asset Management, INC
    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 23,189 shares
    Change vs previous 13F not available

    6.67% of the 13F portfolio, value $9,978,160.

    13F-HR 0001760145-24-000005 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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