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LVM CAPITAL MANAGEMENT LTD/MI: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LVM CAPITAL MANAGEMENT LTD/MI on MSFT, newest first. How the timeline and the estimate are built.

LVM CAPITAL MANAGEMENT LTD/MI held 168,745 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 168,745 shares
    Change vs previous 13F -777 shares

    5.27% of the 13F portfolio, value $62,945,000.

    13F-HR 0001053054-26-000003 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 169,522 shares
    Change vs previous 13F +951 shares

    5.92% of the 13F portfolio, value $62,752,000.

    13F-HR 0001053054-26-000002 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 168,571 shares
    Change vs previous 13F -249 shares

    7.57% of the 13F portfolio, value $81,524,000.

    13F-HR 0001053054-26-000001 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 168,820 shares
    Change vs previous 13F -6,090 shares

    8.4% of the 13F portfolio, value $87,440,000.

    13F-HR 0001053054-25-000010 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 174,910 shares
    Change vs previous 13F -2,955 shares

    9.02% of the 13F portfolio, value $87,002,000.

    13F-HR 0001053054-25-000005 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 177,865 shares
    Change vs previous 13F -287 shares

    7.43% of the 13F portfolio, value $66,769,000.

    13F-HR 0001053054-25-000004 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 178,152 shares
    Change vs previous 13F -1,849 shares

    8.08% of the 13F portfolio, value $75,091,000.

    13F-HR 0001053054-25-000001 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 180,001 shares
    Change vs previous 13F not available

    9.15% of the 13F portfolio, value $80,451,000.

    13F-HR 0001053054-24-000004 filed by LVM CAPITAL MANAGEMENT LTD/MI
    Filed (acceptance time not in the bulk data set), ingested

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