Skip to content

Lakewood Asset Management LLC: MSFT position timeline

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

Lakewood Asset Management LLC held 4,504 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 4,504 shares
    Change vs previous 13F +391 shares

    0.92% of the 13F portfolio, value $1,680,046.

    13F-HR 0001754960-26-000685 filed by Lakewood Asset 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 4,113 shares
    Change vs previous 13F -98 shares

    0.97% of the 13F portfolio, value $1,522,383.

    13F-HR 0001754960-26-000307 filed by Lakewood Asset 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 4,211 shares
    Change vs previous 13F 0 shares

    1.2% of the 13F portfolio, value $2,036,730.

    13F-HR 0001754960-26-000120 filed by Lakewood Asset 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 4,211 shares
    Change vs previous 13F -56 shares

    1.32% of the 13F portfolio, value $2,181,207.

    13F-HR 0001754960-25-000708 filed by Lakewood Asset 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 4,267 shares
    Change vs previous 13F -4 shares

    1.42% of the 13F portfolio, value $2,122,479.

    13F-HR 0001754960-25-000411 filed by Lakewood Asset 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 4,271 shares
    Change vs previous 13F -3,309 shares

    1.08% of the 13F portfolio, value $1,603,246.

    13F-HR 0001754960-25-000248 filed by Lakewood Asset 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 7,580 shares
    Change vs previous 13F +1 shares

    2.2% of the 13F portfolio, value $3,195,072.

    13F-HR 0001754960-25-000025 filed by Lakewood Asset 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 7,579 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $3,261,453.

    13F-HR 0001754960-24-000473 filed by Lakewood Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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