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Disclosery

HYMAN CHARLES D: MSFT position timeline

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

HYMAN CHARLES D held 275,311 MSFT shares at 2024-06-30 per its 13F-HR filed 2024-07-25.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 275,311 shares
    Change vs previous 13F -1,135 shares

    6.86% of the 13F portfolio, value $123,050,000.

    13F-HR 0001135077-24-000003 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 276,446 shares
    Change vs previous 13F -180 shares

    6.43% of the 13F portfolio, value $116,306,000.

    13F-HR 0001135077-24-000002 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 276,626 shares
    Change vs previous 13F +1,249 shares

    6.22% of the 13F portfolio, value $104,023,000.

    13F-HR 0001135077-24-000001 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 275,377 shares
    Change vs previous 13F -876 shares

    5.65% of the 13F portfolio, value $86,950,000.

    13F-HR 0001135077-23-000004 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 276,253 shares
    Change vs previous 13F +1,348 shares

    5.9% of the 13F portfolio, value $94,075,000.

    13F-HR 0001135077-23-000003 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 274,905 shares
    Change vs previous 13F +5,455 shares

    5.29% of the 13F portfolio, value $79,255,000.

    13F-HR 0001135077-23-000002 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 269,450 shares
    Change vs previous 13F -2,118 shares

    4.41% of the 13F portfolio, value $64,620,000.

    13F-HR 0001135077-23-000001 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 271,568 shares
    Change vs previous 13F not available

    4.86% of the 13F portfolio, value $63,248,000.

    13F-HR 0001135077-22-000004 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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