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Disclosery

InvesTrust: MSFT position timeline

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

InvesTrust held 18,109 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,109 shares
    Change vs previous 13F -429 shares

    2.6% of the 13F portfolio, value $6,755,019.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 18,538 shares
    Change vs previous 13F -1,034 shares

    2.88% of the 13F portfolio, value $6,862,211.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 19,572 shares
    Change vs previous 13F -5,771 shares

    3.66% of the 13F portfolio, value $9,465,410.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 25,343 shares
    Change vs previous 13F -203 shares

    4.81% of the 13F portfolio, value $13,126,406.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 25,546 shares
    Change vs previous 13F -10,688 shares

    4.9% of the 13F portfolio, value $12,706,836.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 36,234 shares
    Change vs previous 13F -391 shares

    3.72% of the 13F portfolio, value $13,601,881.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 36,625 shares
    Change vs previous 13F not available

    4.32% of the 13F portfolio, value $15,519,112.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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