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KARPAS STRATEGIES, LLC: MSFT position timeline

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

KARPAS STRATEGIES, LLC held 13,654 MSFT shares at 2024-06-30 per its 13F-HR filed 2024-07-30.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 13,654 shares
    Change vs previous 13F -326 shares

    1.91% of the 13F portfolio, value $6,102,623.

    13F-HR 0001127544-24-000006 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 13,980 shares
    Change vs previous 13F -2,164 shares

    1.83% of the 13F portfolio, value $5,881,511.

    13F-HR 0001127544-24-000004 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 16,144 shares
    Change vs previous 13F -801 shares

    2.01% of the 13F portfolio, value $6,070,865.

    13F-HR 0001127544-24-000002 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 16,945 shares
    Change vs previous 13F -605 shares

    1.96% of the 13F portfolio, value $5,350,345.

    13F-HR 0001127544-23-000009 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 17,550 shares
    Change vs previous 13F +13 shares

    2.02% of the 13F portfolio, value $5,976,625.

    13F-HR 0001127544-23-000007 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 17,537 shares
    Change vs previous 13F -243 shares

    1.78% of the 13F portfolio, value $5,055,786.

    13F-HR 0001127544-23-000005 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 17,780 shares
    Change vs previous 13F +20 shares

    1.5% of the 13F portfolio, value $4,263,885.

    13F-HR 0001127544-23-000003 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 17,760 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $4,136,000.

    13F-HR 0001127544-22-000008 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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