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Disclosery

Gimbal Financial: MSFT position timeline

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

Gimbal Financial held 2,524 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,524 shares
    Change vs previous 13F -675 shares

    0.6% of the 13F portfolio, value $941,510.

    13F-HR 0001835206-26-000005 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 3,199 shares
    Change vs previous 13F +239 shares

    1% of the 13F portfolio, value $1,657,156.

    13F-HR 0001835206-25-000006 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 2,960 shares
    Change vs previous 13F +39 shares

    0.9% of the 13F portfolio, value $1,472,351.

    13F-HR 0001835206-25-000004 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 2,921 shares
    Change vs previous 13F +30 shares

    0.99% of the 13F portfolio, value $1,096,360.

    13F-HR 0001835206-25-000003 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 2,891 shares
    Change vs previous 13F -121 shares

    1% of the 13F portfolio, value $1,218,565.

    13F-HR 0001835206-25-000002 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 3,012 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,279,487.

    13F-HR 0001835206-24-000005 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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