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Disclosery

Davis Investment Partners, LLC: MSFT position timeline

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

Davis Investment Partners, LLC held 10,118 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,118 shares
    Change vs previous 13F +17 shares

    1.15% of the 13F portfolio, value $3,774,407.

    13F-HR 0001951757-26-001144 filed by Davis Investment Partners, 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 10,101 shares
    Change vs previous 13F -581 shares

    1.32% of the 13F portfolio, value $3,739,134.

    13F-HR 0001951757-26-000650 filed by Davis Investment Partners, 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 10,682 shares
    Change vs previous 13F -120 shares

    1.77% of the 13F portfolio, value $5,058,000.

    13F-HR 0001951757-26-000005 filed by Davis Investment Partners, 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 10,802 shares
    Change vs previous 13F -60 shares

    1.92% of the 13F portfolio, value $5,612,693.

    13F-HR 0001951757-25-001182 filed by Davis Investment Partners, 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 10,862 shares
    Change vs previous 13F +7,967 shares

    1.91% of the 13F portfolio, value $5,347,923.

    13F-HR 0001951757-25-000578 filed by Davis Investment Partners, 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 2,895 shares
    Change vs previous 13F -275 shares

    0.5% of the 13F portfolio, value $1,123,135.

    13F-HR 0001951757-25-000373 filed by Davis Investment Partners, 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 3,170 shares
    Change vs previous 13F +489 shares

    0.56% of the 13F portfolio, value $1,331,301.

    13F-HR 0001951757-25-000005 filed by Davis Investment Partners, 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 2,681 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,120,369.

    13F-HR 0001951757-24-000978 filed by Davis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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