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Disclosery

IEQ CAPITAL, LLC: MSFT position timeline

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

IEQ CAPITAL, LLC held 1,145,651 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,145,651 shares
    Change vs previous 13F -146,066 shares

    1.97% of the 13F portfolio, value $427,350,870.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 1,291,717 shares
    Change vs previous 13F +199,224 shares

    2.22% of the 13F portfolio, value $478,154,917.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 1,092,493 shares
    Change vs previous 13F +19,942 shares

    1.58% of the 13F portfolio, value $528,351,193.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 1,072,551 shares
    Change vs previous 13F +185,048 shares

    1.69% of the 13F portfolio, value $555,527,928.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 887,503 shares
    Change vs previous 13F +36,143 shares

    2.7% of the 13F portfolio, value $441,453,113.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 851,360 shares
    Change vs previous 13F +73,233 shares

    2.54% of the 13F portfolio, value $319,591,573.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 778,127 shares
    Change vs previous 13F +23,716 shares

    3.17% of the 13F portfolio, value $327,980,805.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 754,411 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $324,622,966.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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