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Joseph Group Capital Management: MSFT position timeline

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

Joseph Group Capital Management held 19,040 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,040 shares
    Change vs previous 13F +1,124 shares

    1.49% of the 13F portfolio, value $7,102,484.

    13F-HR 0001910383-26-000003 filed by Joseph Group Capital Management
    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 17,916 shares
    Change vs previous 13F +4,905 shares

    1.66% of the 13F portfolio, value $6,632,130.

    13F-HR 0001910383-26-000002 filed by Joseph Group Capital Management
    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 13,011 shares
    Change vs previous 13F +1,174 shares

    1.65% of the 13F portfolio, value $6,292,542.

    13F-HR 0001910383-26-000001 filed by Joseph Group Capital Management
    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 11,837 shares
    Change vs previous 13F +280 shares

    1.73% of the 13F portfolio, value $6,131,114.

    13F-HR 0001910383-25-000009 filed by Joseph Group Capital Management
    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/A 11,557 shares
    Change vs previous 13F -992 shares

    1.93% of the 13F portfolio, value $5,748,674.

    13F-HR/A 0001910383-25-000006 filed by Joseph Group Capital Management
    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 12,549 shares
    Change vs previous 13F +1,996 shares

    1.8% of the 13F portfolio, value $4,710,827.

    13F-HR 0001910383-25-000002 filed by Joseph Group Capital Management
    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 10,553 shares
    Change vs previous 13F +1,182 shares

    1.75% of the 13F portfolio, value $4,448,119.

    13F-HR 0001910383-25-000001 filed by Joseph Group Capital Management
    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 9,371 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $4,032,341.

    13F-HR 0001910383-24-000005 filed by Joseph Group Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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