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Disclosery

Drake & Associates, LLC: MSFT position timeline

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

Drake & Associates, LLC held 7,053 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,053 shares
    Change vs previous 13F -629 shares

    0.44% of the 13F portfolio, value $2,630,864.

    13F-HR 0001935795-26-000003 filed by Drake & Associates, 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 7,682 shares
    Change vs previous 13F -1,502 shares

    0.54% of the 13F portfolio, value $2,843,698.

    13F-HR 0001935795-26-000002 filed by Drake & Associates, 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 9,184 shares
    Change vs previous 13F -1,314 shares

    0.88% of the 13F portfolio, value $4,441,435.

    13F-HR 0001935795-26-000001 filed by Drake & Associates, 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 10,498 shares
    Change vs previous 13F -594 shares

    1.12% of the 13F portfolio, value $5,323,931.

    13F-HR 0001935795-25-000008 filed by Drake & Associates, 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 11,092 shares
    Change vs previous 13F +3,098 shares

    1.35% of the 13F portfolio, value $5,517,395.

    13F-HR 0001935795-25-000003 filed by Drake & Associates, 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 7,994 shares
    Change vs previous 13F +1,401 shares

    0.84% of the 13F portfolio, value $3,000,840.

    13F-HR 0001935795-25-000002 filed by Drake & Associates, 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 6,593 shares
    Change vs previous 13F +2,245 shares

    0.77% of the 13F portfolio, value $2,701,642.

    13F-HR 0001935795-25-000001 filed by Drake & Associates, 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 4,348 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,870,912.

    13F-HR 0001935795-24-000004 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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