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Disclosery

Embree Financial Group: MSFT position timeline

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

Embree Financial Group held 56,786 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,786 shares
    Change vs previous 13F -608 shares

    2.12% of the 13F portfolio, value $21,182,447.

    13F-HR 0002085853-26-000741 filed by Embree Financial Group
    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 57,394 shares
    Change vs previous 13F +3,434 shares

    2.5% of the 13F portfolio, value $21,245,566.

    13F-HR 0002085853-26-000476 filed by Embree Financial Group
    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 53,960 shares
    Change vs previous 13F +284 shares

    3.21% of the 13F portfolio, value $26,096,151.

    13F-HR 0002085853-26-000033 filed by Embree Financial Group
    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 53,676 shares
    Change vs previous 13F +336 shares

    3.73% of the 13F portfolio, value $27,801,566.

    13F-HR 0002085853-25-000037 filed by Embree Financial Group
    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 53,340 shares
    Change vs previous 13F 0 shares

    4% of the 13F portfolio, value $26,532,096.

    13F-HR 0001667731-25-000842 filed by Embree Financial Group
    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 53,340 shares
    Change vs previous 13F +2,858 shares

    3.35% of the 13F portfolio, value $20,023,318.

    13F-HR 0001667731-25-000496 filed by Embree Financial Group
    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 50,482 shares
    Change vs previous 13F +446 shares

    3.63% of the 13F portfolio, value $21,277,995.

    13F-HR 0001667731-25-000074 filed by Embree Financial Group
    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 50,036 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $21,530,684.

    13F-HR 0002020860-24-000004 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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