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Disclosery

David J Yvars Group: MSFT position timeline

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

David J Yvars Group held 23,032 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 23,032 shares
    Change vs previous 13F +23,032 shares

    5.43% of the 13F portfolio, value $11,812,927.

    13F-HR 0001085146-26-000859 filed by David J Yvars Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -25,659 shares

    13F-HR 0001836266-26-000003 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2026-03-31
    13F 25,659 shares
    Change vs previous 13F +255 shares

    5.31% of the 13F portfolio, value $9,497,408.

    13F-HR 0001836266-26-000002 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 25,404 shares
    Change vs previous 13F +17 shares

    6.55% of the 13F portfolio, value $12,285,922.

    13F-HR 0001836266-26-000001 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 25,387 shares
    Change vs previous 13F -59 shares

    7.04% of the 13F portfolio, value $13,148,778.

    13F-HR 0001836266-25-000002 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 25,446 shares
    Change vs previous 13F +1,074 shares

    7.42% of the 13F portfolio, value $12,656,794.

    13F-HR 0001085146-25-003610 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 24,372 shares
    Change vs previous 13F +36 shares

    7.2% of the 13F portfolio, value $9,149,326.

    13F-HR 0001085146-25-002132 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 24,336 shares
    Change vs previous 13F not available

    6.26% of the 13F portfolio, value $10,257,904.

    13F-HR 0001085146-25-000162 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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