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Disclosery

J. Stern & Co. LLP: MA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J. Stern & Co. LLP on MA, newest first. How the timeline and the estimate are built.

J. Stern & Co. LLP held 116,106 MA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,106 shares
    Change vs previous 13F -2,498 shares

    5.63% of the 13F portfolio, value $59,632,042.

    13F-HR 0002011335-26-000004 filed by J. Stern & Co. LLP
    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 118,604 shares
    Change vs previous 13F -72,478,493 shares

    5.74% of the 13F portfolio, value $59,261,675.

    13F-HR 0002011335-26-000003 filed by J. Stern & Co. LLP
    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/A 72,597,097 shares
    Change vs previous 13F +72,461,743 shares

    6.19% of the 13F portfolio, value $72,597,097,000.

    13F-HR/A 0002011335-26-000002 filed by J. Stern & Co. LLP
    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 135,354 shares
    Change vs previous 13F +1,003 shares

    5.83% of the 13F portfolio, value $76,990,709.

    13F-HR 0002011335-25-000006 filed by J. Stern & Co. LLP
    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 134,351 shares
    Change vs previous 13F +3,891 shares

    6.46% of the 13F portfolio, value $75,649,671.

    13F-HR 0002011335-25-000003 filed by J. Stern & Co. LLP
    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 130,460 shares
    Change vs previous 13F +9,275 shares

    6.85% of the 13F portfolio, value $71,507,743.

    13F-HR 0002011335-25-000002 filed by J. Stern & Co. LLP
    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 121,185 shares
    Change vs previous 13F +6,183 shares

    6.01% of the 13F portfolio, value $63,812,385.

    13F-HR 0002011335-25-000001 filed by J. Stern & Co. LLP
    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 115,002 shares
    Change vs previous 13F not available

    6.05% of the 13F portfolio, value $56,787,988.

    13F-HR 0002011335-24-000005 filed by J. Stern & Co. LLP
    Filed (acceptance time not in the bulk data set), ingested

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