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Disclosery

Edge Capital Group, LLC: MSFT position timeline

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

Edge Capital Group, LLC held 84,803 MSFT shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 84,803 shares
    Change vs previous 13F +4,014 shares

    1.83% of the 13F portfolio, value $35,744,344.

    13F-HR 0001765380-25-000038 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 80,789 shares
    Change vs previous 13F +763 shares

    1.54% of the 13F portfolio, value $34,763,439.

    13F-HR 0001765380-24-000438 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 80,026 shares
    Change vs previous 13F +956 shares

    1.73% of the 13F portfolio, value $35,767,611.

    13F-HR 0001765380-24-000332 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 79,070 shares
    Change vs previous 13F -6,961 shares

    1.65% of the 13F portfolio, value $33,266,172.

    13F-HR 0001765380-24-000211 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 86,031 shares
    Change vs previous 13F +3,554 shares

    1.8% of the 13F portfolio, value $32,351,193.

    13F-HR 0001765380-24-000102 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 82,477 shares
    Change vs previous 13F -22,130 shares

    1.69% of the 13F portfolio, value $26,042,059.

    13F-HR 0001765380-23-000232 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 104,607 shares
    Change vs previous 13F -3,343 shares

    2.05% of the 13F portfolio, value $35,622,995.

    13F-HR 0001765380-23-000154 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 107,950 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $31,121,852.

    13F-HR 0001765380-23-000091 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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