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Disclosery

Lewis Asset Management, LLC: MSFT position timeline

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

Lewis Asset Management, LLC held 14,864 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,864 shares
    Change vs previous 13F +446 shares

    1.94% of the 13F portfolio, value $5,544,508.

    13F-HR 0002004520-26-000003 filed by Lewis 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 14,418 shares
    Change vs previous 13F +128 shares

    2.18% of the 13F portfolio, value $5,337,052.

    13F-HR 0002004520-26-000002 filed by Lewis 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 14,290 shares
    Change vs previous 13F -1,233 shares

    2.81% of the 13F portfolio, value $6,910,714.

    13F-HR 0002004520-26-000001 filed by Lewis 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 15,523 shares
    Change vs previous 13F +1,378 shares

    3.3% of the 13F portfolio, value $8,040,043.

    13F-HR 0002004520-25-000009 filed by Lewis 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 14,145 shares
    Change vs previous 13F +4,051 shares

    3.31% of the 13F portfolio, value $7,035,878.

    13F-HR 0002004520-25-000007 filed by Lewis 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 10,094 shares
    Change vs previous 13F +260 shares

    3.13% of the 13F portfolio, value $3,789,075.

    13F-HR 0002004520-25-000006 filed by Lewis 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 9,834 shares
    Change vs previous 13F -2,035 shares

    3.16% of the 13F portfolio, value $4,144,957.

    13F-HR 0002004520-25-000002 filed by Lewis 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 11,869 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $5,107,352.

    13F-HR 0002004520-24-000006 filed by Lewis Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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