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Haven Private, LLC: MSFT position timeline

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

Haven Private, LLC held 2,378 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,378 shares
    Change vs previous 13F -1,315 shares

    0.34% of the 13F portfolio, value $886,977.

    13F-HR 0001705819-26-000047 filed by Haven Private, LLC
    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 3,693 shares
    Change vs previous 13F -451 shares

    0.6% of the 13F portfolio, value $1,366,963.

    13F-HR 0001705819-26-000033 filed by Haven Private, LLC
    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 4,144 shares
    Change vs previous 13F -7 shares

    0.88% of the 13F portfolio, value $2,004,009.

    13F-HR 0001705819-26-000021 filed by Haven Private, LLC
    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 4,151 shares
    Change vs previous 13F -3,441 shares

    0.95% of the 13F portfolio, value $2,149,878.

    13F-HR 0001705819-25-000080 filed by Haven Private, LLC
    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 7,592 shares
    Change vs previous 13F +3,199 shares

    1.67% of the 13F portfolio, value $3,776,194.

    13F-HR 0001705819-25-000053 filed by Haven Private, LLC
    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 4,393 shares
    Change vs previous 13F +695 shares

    0.93% of the 13F portfolio, value $1,648,963.

    13F-HR 0001705819-25-000035 filed by Haven Private, LLC
    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 3,698 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,558,529.

    13F-HR 0001705819-25-000021 filed by Haven Private, LLC
    Filed (acceptance time not in the bulk data set), ingested

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