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Jones Kertz & Associates, Inc.: MSFT position timeline

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

Jones Kertz & Associates, Inc. held 15,967 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,967 shares
    Change vs previous 13F -755 shares

    2.75% of the 13F portfolio, value $5,956,010.

    13F-HR 0002085853-26-000818 filed by Jones Kertz & Associates, 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 16,722 shares
    Change vs previous 13F -146 shares

    3.29% of the 13F portfolio, value $6,189,983.

    13F-HR 0002085853-26-000479 filed by Jones Kertz & Associates, 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 16,868 shares
    Change vs previous 13F not available

    4.19% of the 13F portfolio, value $8,157,702.

    13F-HR 0002085853-26-000109 filed by Jones Kertz & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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