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Johnson Bixby & Associates, LLC: MSFT position timeline

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

Johnson Bixby & Associates, LLC held 8,932 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 8,932 shares
    Change vs previous 13F +279 shares

    0.37% of the 13F portfolio, value $3,331,923.

    13F-HR 0001844238-26-000004 filed by Johnson Bixby & Associates, 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 8,653 shares
    Change vs previous 13F +338 shares

    0.4% of the 13F portfolio, value $3,202,920.

    13F-HR 0001844238-26-000003 filed by Johnson Bixby & Associates, 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 8,315 shares
    Change vs previous 13F -159 shares

    0.5% of the 13F portfolio, value $4,021,239.

    13F-HR 0001844238-26-000001 filed by Johnson Bixby & Associates, 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 8,474 shares
    Change vs previous 13F -710 shares

    0.56% of the 13F portfolio, value $4,389,270.

    13F-HR 0001844238-25-000004 filed by Johnson Bixby & Associates, 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 9,184 shares
    Change vs previous 13F +1,765 shares

    0.63% of the 13F portfolio, value $4,568,112.

    13F-HR 0001085146-25-003925 filed by Johnson Bixby & Associates, 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 7,419 shares
    Change vs previous 13F -126 shares

    0.42% of the 13F portfolio, value $2,785,113.

    13F-HR 0001085146-25-002252 filed by Johnson Bixby & Associates, 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 7,545 shares
    Change vs previous 13F -1,305 shares

    0.49% of the 13F portfolio, value $3,180,207.

    13F-HR 0001085146-25-000320 filed by Johnson Bixby & Associates, 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 8,850 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $3,808,361.

    13F-HR 0001085146-24-004833 filed by Johnson Bixby & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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