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Disclosery

GLOBALT Investments LLC / GA: MSFT position timeline

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

GLOBALT Investments LLC / GA held 68,692 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,692 shares
    Change vs previous 13F -2,586 shares

    0.86% of the 13F portfolio, value $25,623,355.

    13F-HR 0002085853-26-000974 filed by GLOBALT Investments LLC / GA
    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 71,278 shares
    Change vs previous 13F +732 shares

    0.94% of the 13F portfolio, value $26,385,028.

    13F-HR 0002085853-26-000597 filed by GLOBALT Investments LLC / GA
    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 70,546 shares
    Change vs previous 13F -2,000 shares

    1.25% of the 13F portfolio, value $34,117,523.

    13F-HR 0002085853-26-000207 filed by GLOBALT Investments LLC / GA
    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 72,546 shares
    Change vs previous 13F -4,716 shares

    1.37% of the 13F portfolio, value $37,575,272.

    13F-HR 0002085853-25-000087 filed by GLOBALT Investments LLC / GA
    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 77,262 shares
    Change vs previous 13F -3,294 shares

    1.47% of the 13F portfolio, value $38,430,960.

    13F-HR 0001667731-25-001023 filed by GLOBALT Investments LLC / GA
    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 80,556 shares
    Change vs previous 13F -7,521 shares

    1.24% of the 13F portfolio, value $30,240,006.

    13F-HR 0001667731-25-000602 filed by GLOBALT Investments LLC / GA
    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 88,077 shares
    Change vs previous 13F -660 shares

    1.42% of the 13F portfolio, value $37,124,555.

    13F-HR 0001667731-25-000233 filed by GLOBALT Investments LLC / GA
    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 88,737 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $38,183,633.

    13F-HR 0001951368-24-000003 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

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