Hofer & Associates. Inc: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hofer & Associates. Inc on MSFT, newest first. How the timeline and the estimate are built.

Hofer & Associates. Inc held 7,038 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

period ended2026-06-30
13F 7,038 shares
Change vs previous 13F +388 shares
1.27% of the 13F portfolio, value $2,625,184.
13F-HR 0001754960-26-000570 filed by Hofer & Associates. Inc
Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 6,650 shares
Change vs previous 13F +243 shares
1.32% of the 13F portfolio, value $2,461,785.
13F-HR 0001754960-26-000295 filed by Hofer & Associates. Inc
Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 6,407 shares
Change vs previous 13F +128 shares
1.64% of the 13F portfolio, value $3,098,770.
13F-HR 0001754960-26-000069 filed by Hofer & Associates. Inc
Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 6,279 shares
Change vs previous 13F +1,993 shares
1.86% of the 13F portfolio, value $3,252,233.
13F-HR 0001754960-25-000695 filed by Hofer & Associates. Inc
Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 4,286 shares
Change vs previous 13F +124 shares
1.33% of the 13F portfolio, value $2,131,982.
13F-HR 0001754960-25-000370 filed by Hofer & Associates. Inc
Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 4,162 shares
Change vs previous 13F +63 shares
1.06% of the 13F portfolio, value $1,562,548.
13F-HR 0001754960-25-000236 filed by Hofer & Associates. Inc
Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 4,099 shares
Change vs previous 13F +10 shares
1.16% of the 13F portfolio, value $1,727,910.
13F-HR 0001754960-25-000061 filed by Hofer & Associates. Inc
Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 4,089 shares
Change vs previous 13F not available
1.21% of the 13F portfolio, value $1,759,340.
13F-HR 0001754960-24-000518 filed by Hofer & Associates. Inc
Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).