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HOERTKORN RICHARD CHARLES: MSFT position timeline

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

HOERTKORN RICHARD CHARLES held 26,872 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,872 shares
    Change vs previous 13F +284 shares

    6.72% of the 13F portfolio, value $10,023,793.

    13F-HR 0001598177-26-000004 filed by HOERTKORN RICHARD CHARLES
    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 26,588 shares
    Change vs previous 13F -12,698 shares

    8.08% of the 13F portfolio, value $9,842,080.

    13F-HR 0001598177-26-000003 filed by HOERTKORN RICHARD CHARLES
    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 39,286 shares
    Change vs previous 13F -820 shares

    7.38% of the 13F portfolio, value $18,999,495.

    13F-HR 0001598177-26-000001 filed by HOERTKORN RICHARD CHARLES
    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 40,106 shares
    Change vs previous 13F -1,830 shares

    8.03% of the 13F portfolio, value $20,772,903.

    13F-HR 0001598177-25-000005 filed by HOERTKORN RICHARD CHARLES
    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 41,936 shares
    Change vs previous 13F -394 shares

    8.83% of the 13F portfolio, value $20,859,386.

    13F-HR 0001598177-25-000003 filed by HOERTKORN RICHARD CHARLES
    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 42,330 shares
    Change vs previous 13F -977 shares

    7.35% of the 13F portfolio, value $15,890,259.

    13F-HR 0001598177-25-000002 filed by HOERTKORN RICHARD CHARLES
    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 43,307 shares
    Change vs previous 13F -1,460 shares

    7.51% of the 13F portfolio, value $18,253,900.

    13F-HR 0001598177-25-000001 filed by HOERTKORN RICHARD CHARLES
    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 44,767 shares
    Change vs previous 13F not available

    8.31% of the 13F portfolio, value $19,263,240.

    13F-HR 0001598177-24-000004 filed by HOERTKORN RICHARD CHARLES
    Filed (acceptance time not in the bulk data set), ingested

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