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Disclosery

Kathmere Capital Management, LLC: MSFT position timeline

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

Kathmere Capital Management, LLC held 45,913 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,913 shares
    Change vs previous 13F +2,430 shares

    0.91% of the 13F portfolio, value $17,126,547.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital Management, 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 43,483 shares
    Change vs previous 13F +3,429 shares

    1% of the 13F portfolio, value $16,096,238.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital Management, 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 40,054 shares
    Change vs previous 13F +4,858 shares

    1.31% of the 13F portfolio, value $19,370,994.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital Management, 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 35,196 shares
    Change vs previous 13F +2,609 shares

    1.3% of the 13F portfolio, value $18,229,967.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital Management, 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 32,587 shares
    Change vs previous 13F +1,175 shares

    1.25% of the 13F portfolio, value $16,209,279.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital Management, 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 31,412 shares
    Change vs previous 13F +3,312 shares

    1% of the 13F portfolio, value $11,791,858.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital Management, 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 28,100 shares
    Change vs previous 13F +5,325 shares

    1.06% of the 13F portfolio, value $11,844,122.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital Management, 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 22,775 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $9,799,994.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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