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Disclosery

Grassi Investment Management: MSFT position timeline

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

Grassi Investment Management held 159,643 MSFT shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 159,643 shares
    Change vs previous 13F -1,849 shares

    6.32% of the 13F portfolio, value $79,408,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 161,492 shares
    Change vs previous 13F -115 shares

    5.61% of the 13F portfolio, value $60,622,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F/A 161,607 shares
    Change vs previous 13F -1,685 shares

    5.81% of the 13F portfolio, value $68,118,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 163,292 shares
    Change vs previous 13F +196 shares

    6.07% of the 13F portfolio, value $70,265,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 163,096 shares
    Change vs previous 13F +341 shares

    6.47% of the 13F portfolio, value $72,896,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 162,755 shares
    Change vs previous 13F +1,416 shares

    6.19% of the 13F portfolio, value $68,474,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 161,339 shares
    Change vs previous 13F +71 shares

    6.36% of the 13F portfolio, value $60,670,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 161,268 shares
    Change vs previous 13F not available

    5.86% of the 13F portfolio, value $50,920,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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