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Fortis Capital Management LLC: MSFT position timeline

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

Fortis Capital Management LLC held 372,894 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 372,894 shares
    Change vs previous 13F +14,487 shares

    15.64% of the 13F portfolio, value $139,096,860.

    13F-HR 0001398344-26-014252 filed by Fortis Capital Management 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 358,407 shares
    Change vs previous 13F +42,360 shares

    17.75% of the 13F portfolio, value $132,671,500.

    13F-HR 0001398344-26-008947 filed by Fortis Capital Management 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 316,047 shares
    Change vs previous 13F +4,233 shares

    20.28% of the 13F portfolio, value $152,846,848.

    13F-HR 0001398344-26-003165 filed by Fortis Capital Management 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 311,814 shares
    Change vs previous 13F +7,254 shares

    22.74% of the 13F portfolio, value $161,504,277.

    13F-HR 0001398344-25-020599 filed by Fortis Capital Management 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 304,560 shares
    Change vs previous 13F +3,301 shares

    23.6% of the 13F portfolio, value $151,491,040.

    13F-HR 0001398344-25-015085 filed by Fortis Capital Management 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 301,259 shares
    Change vs previous 13F -1,822 shares

    21.99% of the 13F portfolio, value $113,089,605.

    13F-HR 0001398344-25-009073 filed by Fortis Capital Management 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 303,081 shares
    Change vs previous 13F +8,250 shares

    23.75% of the 13F portfolio, value $127,748,641.

    13F-HR 0001398344-25-002414 filed by Fortis Capital Management 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 294,831 shares
    Change vs previous 13F not available

    25.55% of the 13F portfolio, value $126,865,919.

    13F-HR 0001398344-24-020028 filed by Fortis Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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