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Delta Investment Management, LLC: MSFT position timeline

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

Delta Investment Management, LLC held 56,070 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,070 shares
    Change vs previous 13F -1,307 shares

    3.44% of the 13F portfolio, value $20,915,276.

    13F-HR 0001757043-26-000004 filed by Delta Investment Management, 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 57,377 shares
    Change vs previous 13F +2,459 shares

    3.8% of the 13F portfolio, value $21,239,268.

    13F-HR 0001757043-26-000003 filed by Delta Investment Management, 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 54,918 shares
    Change vs previous 13F +149 shares

    4.61% of the 13F portfolio, value $26,559,272.

    13F-HR 0001757043-26-000002 filed by Delta Investment Management, 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 54,769 shares
    Change vs previous 13F -2,112 shares

    5.08% of the 13F portfolio, value $28,367,696.

    13F-HR 0001757043-25-000003 filed by Delta Investment Management, 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 56,881 shares
    Change vs previous 13F -2,680 shares

    5.44% of the 13F portfolio, value $28,292,951.

    13F-HR 0001095449-25-000056 filed by Delta Investment Management, 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 59,561 shares
    Change vs previous 13F +24,388 shares

    4.51% of the 13F portfolio, value $22,358,723.

    13F-HR 0001095449-25-000035 filed by Delta Investment Management, 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 35,173 shares
    Change vs previous 13F +936 shares

    2.89% of the 13F portfolio, value $14,825,474.

    13F-HR 0001095449-25-000007 filed by Delta Investment Management, 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 34,237 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $14,732,057.

    13F-HR 0001095449-24-000086 filed by Delta Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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