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FORMULATE FINANCIAL LLC: MSFT position timeline

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

FORMULATE FINANCIAL LLC held 6,124 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,124 shares
    Change vs previous 13F -25 shares

    2.4% of the 13F portfolio, value $2,284,289.

    13F-HR 0002093400-26-000003 filed by FORMULATE FINANCIAL 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 6,149 shares
    Change vs previous 13F -75 shares

    2.81% of the 13F portfolio, value $2,276,089.

    13F-HR 0002093400-26-000002 filed by FORMULATE FINANCIAL 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 6,224 shares
    Change vs previous 13F +95 shares

    3.53% of the 13F portfolio, value $3,009,938.

    13F-HR 0002093400-26-000001 filed by FORMULATE FINANCIAL 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 6,129 shares
    Change vs previous 13F not available

    3.94% of the 13F portfolio, value $3,174,516.

    13F-HR 0002093400-25-000001 filed by FORMULATE FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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