DAVIS-REA LTD.: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVIS-REA LTD. on MSFT, newest first. How the timeline and the estimate are built.

DAVIS-REA LTD. held 62,815 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F 62,815 shares
Change vs previous 13F +1,088 shares
6.68% of the 13F portfolio, value $23,431,251.
13F-HR 0001193125-26-331710 filed by DAVIS-REA LTD.
Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 61,727 shares
Change vs previous 13F +17,433 shares
5.96% of the 13F portfolio, value $22,849,440.
13F-HR 0001193125-26-194528 filed by DAVIS-REA LTD.
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 44,294 shares
Change vs previous 13F +4,892 shares
5.36% of the 13F portfolio, value $21,421,266.
13F-HR 0001193125-26-027172 filed by DAVIS-REA LTD.
Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 39,402 shares
Change vs previous 13F -5,230 shares
4.95% of the 13F portfolio, value $20,396,429.
13F-HR 0001193125-25-252871 filed by DAVIS-REA LTD.
Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 44,632 shares
Change vs previous 13F -14,532 shares
5.51% of the 13F portfolio, value $22,200,403.
13F-HR 0000950123-25-006585 filed by DAVIS-REA LTD.
Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 59,164 shares
Change vs previous 13F +41,253 shares
5.91% of the 13F portfolio, value $22,209,574.
13F-HR 0000950123-25-004101 filed by DAVIS-REA LTD.
Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 17,911 shares
Change vs previous 13F -10,291 shares
3.82% of the 13F portfolio, value $7,549,487.
13F-HR 0000950123-25-000915 filed by DAVIS-REA LTD.
Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 28,202 shares
Change vs previous 13F not available
5.28% of the 13F portfolio, value $12,135,321.
13F-HR 0000950123-24-009942 filed by DAVIS-REA LTD.
Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).