JIM SAULNIER & ASSOCIATES, LLC: MSFT position timeline

JIM SAULNIER & ASSOCIATES, LLC held 1,811 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,811 shares

   Change vs previous 13F -68 shares

   0.27% of the 13F portfolio, value $675,603.

   13F-HR 0002044420-26-000003 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,879 shares

   Change vs previous 13F +39 shares

   0.34% of the 13F portfolio, value $695,399.

   13F-HR 0002044420-26-000002 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,840 shares

   Change vs previous 13F -137 shares

   0.46% of the 13F portfolio, value $889,907.

   13F-HR 0002044420-26-000001 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,977 shares

   Change vs previous 13F +197 shares

   0.57% of the 13F portfolio, value $1,023,988.

   13F-HR 0002044420-25-000005 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,780 shares

   Change vs previous 13F +66 shares

   0.6% of the 13F portfolio, value $885,476.

   13F-HR 0002044420-25-000001 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 1,714 shares

   Change vs previous 13F +462 shares

   0.5% of the 13F portfolio, value $643,514.

   13F-HR 0001843867-25-000006 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 1,252 shares

   Change vs previous 13F +2 shares

   0.46% of the 13F portfolio, value $527,662.

   13F-HR 0001843867-25-000003 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 1,250 shares

   Change vs previous 13F not available

   0.53% of the 13F portfolio, value $537,815.

   13F-HR 0002044420-24-000002 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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