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Disclosery

Heron Bay Capital Management: MSFT position timeline

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

Heron Bay Capital Management held 78,607 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 78,607 shares
    Change vs previous 13F -6,782 shares

    2.66% of the 13F portfolio, value $29,321,880.

    13F-HR 0001951757-26-001224 filed by Heron Bay Capital Management
    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 85,389 shares
    Change vs previous 13F +38,490 shares

    2.91% of the 13F portfolio, value $31,608,550.

    13F-HR 0001951757-26-000852 filed by Heron Bay Capital Management
    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 46,899 shares
    Change vs previous 13F -277 shares

    4.33% of the 13F portfolio, value $22,681,289.

    13F-HR 0001951757-26-000446 filed by Heron Bay Capital Management
    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 47,176 shares
    Change vs previous 13F -1,689 shares

    4.56% of the 13F portfolio, value $24,434,908.

    13F-HR 0001951757-25-001403 filed by Heron Bay Capital Management
    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 48,865 shares
    Change vs previous 13F +398 shares

    4.78% of the 13F portfolio, value $24,305,814.

    13F-HR 0001951757-25-001071 filed by Heron Bay Capital Management
    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 48,467 shares
    Change vs previous 13F -848 shares

    3.82% of the 13F portfolio, value $18,194,095.

    13F-HR 0001951757-25-000547 filed by Heron Bay Capital Management
    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 49,315 shares
    Change vs previous 13F +1,414 shares

    4.34% of the 13F portfolio, value $20,786,271.

    13F-HR 0001951757-25-000235 filed by Heron Bay Capital Management
    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 47,901 shares
    Change vs previous 13F not available

    4.34% of the 13F portfolio, value $20,611,939.

    13F-HR 0001951757-24-001193 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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