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HOGE FINANCIAL SERVICES, LLC: MSFT position timeline

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

HOGE FINANCIAL SERVICES, LLC held 7,024 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,024 shares
    Change vs previous 13F -98 shares

    1.25% of the 13F portfolio, value $2,620,110.

    13F-HR 0001989834-26-000004 filed by HOGE FINANCIAL SERVICES, 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 7,122 shares
    Change vs previous 13F +1,448 shares

    1.42% of the 13F portfolio, value $2,644,067.

    13F-HR 0001989834-26-000002 filed by HOGE FINANCIAL SERVICES, 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 5,674 shares
    Change vs previous 13F +39 shares

    1.48% of the 13F portfolio, value $2,744,106.

    13F-HR 0001989834-26-000001 filed by HOGE FINANCIAL SERVICES, 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 5,635 shares
    Change vs previous 13F +264 shares

    1.67% of the 13F portfolio, value $2,918,793.

    13F-HR 0001989834-25-000007 filed by HOGE FINANCIAL SERVICES, 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 5,371 shares
    Change vs previous 13F -483 shares

    1.66% of the 13F portfolio, value $2,671,441.

    13F-HR 0001989834-25-000006 filed by HOGE FINANCIAL SERVICES, 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 5,854 shares
    Change vs previous 13F +1,025 shares

    1.54% of the 13F portfolio, value $2,197,540.

    13F-HR 0001989834-25-000002 filed by HOGE FINANCIAL SERVICES, 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 4,829 shares
    Change vs previous 13F +1,208 shares

    1.49% of the 13F portfolio, value $2,035,363.

    13F-HR 0001989834-25-000001 filed by HOGE FINANCIAL SERVICES, 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 3,621 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $1,558,133.

    13F-HR 0001989834-24-000004 filed by HOGE FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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