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Disclosery

Daniels&Tansey,LLP: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Daniels&Tansey,LLP on MSFT, newest first. How the timeline and the estimate are built.

Daniels&Tansey,LLP held 190,971 MSFT shares at 2023-09-30 per its 13F-HR filed 2023-11-03.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 190,971 shares
    Change vs previous 13F +189,478 shares

    6.24% of the 13F portfolio, value $18,014,322.

    13F-HR 0001478179-23-000007 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 1,493 shares
    Change vs previous 13F +53 shares

    0.17% of the 13F portfolio, value $508,426.

    13F-HR 0001478179-23-000003 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 1,440 shares
    Change vs previous 13F -48 shares

    0.14% of the 13F portfolio, value $415,152.

    13F-HR 0001478179-23-000002 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 1,488 shares
    Change vs previous 13F +41 shares

    0.14% of the 13F portfolio, value $356,852.

    13F-HR 0001478179-23-000001 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 1,447 shares
    Change vs previous 13F -23 shares

    0.14% of the 13F portfolio, value $337,000.

    13F-HR 0001478179-22-000004 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 1,470 shares
    Change vs previous 13F +19 shares

    0.15% of the 13F portfolio, value $377,000.

    13F-HR 0001478179-22-000003 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 1,451 shares
    Change vs previous 13F +6 shares

    0.15% of the 13F portfolio, value $447,000.

    13F-HR 0001478179-22-000002 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 1,445 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $485,000.

    13F-HR 0001478179-22-000001 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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