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Disclosery

DEFINE FINANCIAL, LLC: MSFT position timeline

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

DEFINE FINANCIAL, LLC held 4,518 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,518 shares
    Change vs previous 13F +529 shares

    0.77% of the 13F portfolio, value $1,685,330.

    13F-HR 0001754960-26-000479 filed by DEFINE FINANCIAL, 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 3,989 shares
    Change vs previous 13F +87 shares

    0.8% of the 13F portfolio, value $1,476,591.

    13F-HR 0001754960-26-000258 filed by DEFINE FINANCIAL, 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 3,902 shares
    Change vs previous 13F -157 shares

    1.07% of the 13F portfolio, value $1,887,124.

    13F-HR 0001754960-26-000035 filed by DEFINE FINANCIAL, 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 4,059 shares
    Change vs previous 13F +1,262 shares

    1.26% of the 13F portfolio, value $2,102,300.

    13F-HR 0001754960-25-000674 filed by DEFINE FINANCIAL, 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 2,797 shares
    Change vs previous 13F +16 shares

    0.92% of the 13F portfolio, value $1,391,057.

    13F-HR 0001754960-25-000382 filed by DEFINE FINANCIAL, 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 2,781 shares
    Change vs previous 13F +1,776 shares

    0.82% of the 13F portfolio, value $1,080,186.

    13F-HR 0001754960-25-000197 filed by DEFINE FINANCIAL, 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 1,005 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $423,768.

    13F-HR 0001754960-25-000021 filed by DEFINE FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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