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Disclosery

Harold Davidson & Associates Inc.: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Harold Davidson & Associates Inc. on MSFT, newest first. How the timeline and the estimate are built.

Harold Davidson & Associates Inc. held 36,932 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,932 shares
    Change vs previous 13F -2,430 shares

    5.97% of the 13F portfolio, value $13,776,375.

    13F-HR 0002085853-26-000738 filed by Harold Davidson & Associates Inc.
    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 39,362 shares
    Change vs previous 13F -1,262 shares

    7.08% of the 13F portfolio, value $14,570,632.

    13F-HR 0001172661-26-001578 filed by Harold Davidson & Associates Inc.
    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 40,624 shares
    Change vs previous 13F -307 shares

    8.69% of the 13F portfolio, value $19,646,579.

    13F-HR 0001172661-26-000598 filed by Harold Davidson & Associates Inc.
    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 40,931 shares
    Change vs previous 13F +6,256 shares

    9.63% of the 13F portfolio, value $21,200,211.

    13F-HR 0001172661-25-004647 filed by Harold Davidson & Associates Inc.
    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 34,675 shares
    Change vs previous 13F -6,515 shares

    11.18% of the 13F portfolio, value $17,247,692.

    13F-HR 0001172661-25-002990 filed by Harold Davidson & Associates Inc.
    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 41,190 shares
    Change vs previous 13F -1,601 shares

    8.44% of the 13F portfolio, value $15,462,314.

    13F-HR 0001172661-25-002437 filed by Harold Davidson & Associates Inc.
    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 42,791 shares
    Change vs previous 13F not available

    8.63% of the 13F portfolio, value $18,036,407.

    13F-HR 0001172661-25-002436 filed by Harold Davidson & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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