Frederick Financial Consultants, LLC: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Frederick Financial Consultants, LLC on MSFT, newest first. How the timeline and the estimate are built.
Frederick Financial Consultants, LLC held 4,549 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 4,549 sharesChange vs previous 13F +29 shares
0.72% of the 13F portfolio, value $1,696,721.
13F-HR 0002055328-26-000003 filed by Frederick Financial Consultants, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,520 sharesChange vs previous 13F -567 shares
0.83% of the 13F portfolio, value $1,673,176.
13F-HR 0002055328-26-000002 filed by Frederick Financial Consultants, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,087 sharesChange vs previous 13F +158 shares
1.35% of the 13F portfolio, value $2,460,168.
13F-HR 0002055328-26-000001 filed by Frederick Financial Consultants, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,929 sharesChange vs previous 13F +122 shares
1.43% of the 13F portfolio, value $2,552,813.
13F-HR 0002055328-25-000006 filed by Frederick Financial Consultants, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,807 sharesChange vs previous 13F +457 shares
1.49% of the 13F portfolio, value $2,390,996.
13F-HR 0002055328-25-000003 filed by Frederick Financial Consultants, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,350 sharesChange vs previous 13F +775 shares
1.18% of the 13F portfolio, value $1,632,965.
13F-HR 0002055328-25-000002 filed by Frederick Financial Consultants, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,575 sharesChange vs previous 13F not available
1.2% of the 13F portfolio, value $1,506,898.
13F-HR 0002055328-25-000001 filed by Frederick Financial Consultants, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).