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HM Capital Management, LLC: MSFT position timeline

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

HM Capital Management, LLC held 30,603 MSFT shares at 2022-09-30 per its 13F-HR filed 2022-11-07.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 30,603 shares
    Change vs previous 13F +68 shares

    4.27% of the 13F portfolio, value $7,127,000.

    13F-HR 0001085146-22-003805 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 30,535 shares
    Change vs previous 13F -255 shares

    4.37% of the 13F portfolio, value $7,842,000.

    13F-HR 0001085146-22-002883 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 30,790 shares
    Change vs previous 13F +2,265 shares

    3.45% of the 13F portfolio, value $9,493,000.

    13F-HR 0001085146-22-001997 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 28,525 shares
    Change vs previous 13F +7,012 shares

    3.65% of the 13F portfolio, value $9,593,000.

    13F-HR 0001085146-22-000413 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 21,513 shares
    Change vs previous 13F -543 shares

    2.63% of the 13F portfolio, value $6,065,000.

    13F-HR 0001085146-21-002887 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 22,056 shares
    Change vs previous 13F -2,005 shares

    2.62% of the 13F portfolio, value $5,975,000.

    13F-HR 0001085146-21-002258 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 24,061 shares
    Change vs previous 13F -189 shares

    2.64% of the 13F portfolio, value $5,673,000.

    13F-HR 0001085146-21-001337 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 24,250 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $5,394,000.

    13F-HR 0001085146-21-000191 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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