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Edgemoor Investment Advisors, Inc.: MSFT position timeline

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

Edgemoor Investment Advisors, Inc. held 209,741 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 209,741 shares
    Change vs previous 13F +608 shares

    5.34% of the 13F portfolio, value $78,237,663.

    13F-HR 0001398344-26-013761 filed by Edgemoor Investment Advisors, Inc.
    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 209,133 shares
    Change vs previous 13F +1,276 shares

    6.09% of the 13F portfolio, value $77,414,922.

    13F-HR 0001398344-26-009044 filed by Edgemoor Investment Advisors, Inc.
    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 207,857 shares
    Change vs previous 13F -4,457 shares

    7.8% of the 13F portfolio, value $100,524,285.

    13F-HR 0001398344-26-002566 filed by Edgemoor Investment Advisors, Inc.
    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 212,314 shares
    Change vs previous 13F +1,316 shares

    8.48% of the 13F portfolio, value $109,968,512.

    13F-HR 0001398344-25-020409 filed by Edgemoor Investment Advisors, Inc.
    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 210,998 shares
    Change vs previous 13F -4,644 shares

    9.06% of the 13F portfolio, value $104,952,674.

    13F-HR 0001398344-25-014950 filed by Edgemoor Investment Advisors, Inc.
    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 215,642 shares
    Change vs previous 13F -213 shares

    7.44% of the 13F portfolio, value $80,950,081.

    13F-HR 0001398344-25-008646 filed by Edgemoor Investment Advisors, Inc.
    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 215,855 shares
    Change vs previous 13F -4,398 shares

    8.02% of the 13F portfolio, value $90,983,148.

    13F-HR 0001398344-25-002339 filed by Edgemoor Investment Advisors, Inc.
    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 220,253 shares
    Change vs previous 13F not available

    8.24% of the 13F portfolio, value $94,774,968.

    13F-HR 0001398344-24-020440 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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