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Disclosery

James Reed Financial Services, Inc.: MSFT position timeline

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

James Reed Financial Services, Inc. held 3,275 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,275 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $1,221,641.

    13F-HR 0001754960-26-000547 filed by James Reed Financial Services, Inc.
    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 3,275 shares
    Change vs previous 13F -15 shares

    1.05% of the 13F portfolio, value $1,212,307.

    13F-HR 0001754960-26-000287 filed by James Reed Financial Services, Inc.
    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 3,290 shares
    Change vs previous 13F +54 shares

    1.28% of the 13F portfolio, value $1,591,110.

    13F-HR 0001754960-26-000062 filed by James Reed Financial Services, Inc.
    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 3,236 shares
    Change vs previous 13F +35 shares

    1.5% of the 13F portfolio, value $1,676,087.

    13F-HR 0001754960-25-000679 filed by James Reed Financial Services, Inc.
    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 3,201 shares
    Change vs previous 13F +40 shares

    1.44% of the 13F portfolio, value $1,592,210.

    13F-HR 0001754960-25-000443 filed by James Reed Financial Services, Inc.
    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 3,161 shares
    Change vs previous 13F -12 shares

    1.32% of the 13F portfolio, value $1,186,608.

    13F-HR 0001754960-25-000215 filed by James Reed Financial Services, Inc.
    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 3,173 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $1,337,420.

    13F-HR 0001754960-25-000104 filed by James Reed Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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