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Disclosery

Fiduciary Group, LLC: MSFT position timeline

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

Fiduciary Group, LLC held 88,342 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 88,342 shares
    Change vs previous 13F -1,753 shares

    2.58% of the 13F portfolio, value $32,953,255.

    13F-HR 0001645890-26-000003 filed by Fiduciary 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 ended2026-03-31
    13F 90,095 shares
    Change vs previous 13F +238 shares

    2.85% of the 13F portfolio, value $33,350,355.

    13F-HR 0001645890-26-000002 filed by Fiduciary 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 ended2025-12-31
    13F 89,857 shares
    Change vs previous 13F -1,245 shares

    3.65% of the 13F portfolio, value $43,456,487.

    13F-HR 0001645890-26-000001 filed by Fiduciary 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 ended2025-09-30
    13F 91,102 shares
    Change vs previous 13F -2,018 shares

    4.14% of the 13F portfolio, value $47,186,115.

    13F-HR 0001645890-25-000013 filed by Fiduciary 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 ended2025-06-30
    13F 93,120 shares
    Change vs previous 13F -308 shares

    4.36% of the 13F portfolio, value $46,318,572.

    13F-HR 0001645890-25-000004 filed by Fiduciary 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 ended2025-03-31
    13F 93,428 shares
    Change vs previous 13F -72 shares

    3.51% of the 13F portfolio, value $35,071,750.

    13F-HR 0001645890-25-000003 filed by Fiduciary 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 ended2024-12-31
    13F 93,500 shares
    Change vs previous 13F -1,102 shares

    3.95% of the 13F portfolio, value $39,410,040.

    13F-HR 0001645890-25-000001 filed by Fiduciary 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 ended2024-09-30
    13F 94,602 shares
    Change vs previous 13F not available

    4.12% of the 13F portfolio, value $40,707,027.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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