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Disclosery

JDM Financial Group LLC: MSFT position timeline

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

JDM Financial Group LLC held 723 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 723 shares
    Change vs previous 13F +88 shares

    0.09% of the 13F portfolio, value $269,671.

    13F-HR 0001960212-26-000003 filed by JDM Financial Group 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 635 shares
    Change vs previous 13F +106 shares

    0.09% of the 13F portfolio, value $235,052.

    13F-HR 0001960212-26-000002 filed by JDM Financial Group 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 529 shares
    Change vs previous 13F -224 shares

    0.1% of the 13F portfolio, value $255,779.

    13F-HR 0001960212-26-000001 filed by JDM Financial Group 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 753 shares
    Change vs previous 13F +23 shares

    0.16% of the 13F portfolio, value $390,172.

    13F-HR 0001960212-25-000003 filed by JDM Financial Group 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 730 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $363,223.

    13F-HR 0001095449-25-000060 filed by JDM Financial Group 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 730 shares
    Change vs previous 13F +31 shares

    0.14% of the 13F portfolio, value $274,092.

    13F-HR 0001095449-25-000043 filed by JDM Financial Group 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 699 shares
    Change vs previous 13F -85 shares

    0.15% of the 13F portfolio, value $294,794.

    13F-HR 0001095449-25-000009 filed by JDM Financial Group 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 784 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $337,418.

    13F-HR 0001095449-24-000087 filed by JDM Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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