Skip to content
Disclosery

HERBST GROUP, LLC: MSFT position timeline

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

HERBST GROUP, LLC held 11,980 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,980 shares
    Change vs previous 13F -75 shares

    2.44% of the 13F portfolio, value $4,468,906.

    13F-HR 0001951757-26-000974 filed by HERBST GROUP, 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 12,055 shares
    Change vs previous 13F -435 shares

    2.76% of the 13F portfolio, value $4,462,440.

    13F-HR 0001951757-26-000559 filed by HERBST GROUP, 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 12,490 shares
    Change vs previous 13F -161 shares

    3.55% of the 13F portfolio, value $6,040,357.

    13F-HR 0001951757-26-000173 filed by HERBST GROUP, 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 12,651 shares
    Change vs previous 13F -1,252 shares

    4.07% of the 13F portfolio, value $6,552,425.

    13F-HR 0001951757-25-001437 filed by HERBST GROUP, 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 13,903 shares
    Change vs previous 13F -177 shares

    4.14% of the 13F portfolio, value $6,915,254.

    13F-HR 0001951757-25-000832 filed by HERBST GROUP, 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 14,080 shares
    Change vs previous 13F -1,447 shares

    3.74% of the 13F portfolio, value $5,285,622.

    13F-HR 0001951757-25-000292 filed by HERBST GROUP, 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 15,527 shares
    Change vs previous 13F -1,283 shares

    4.08% of the 13F portfolio, value $6,544,685.

    13F-HR 0001951757-25-000041 filed by HERBST GROUP, LLC
    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 16,810 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $7,233,411.

    13F-HR 0001951757-24-000985 filed by HERBST GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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