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Disclosery

M.D. Sass, LLC: MSFT position timeline

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

M.D. Sass, LLC held 5,596 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,596 shares
    Change vs previous 13F -4,112 shares

    0.14% of the 13F portfolio, value $2,087,420.

    13F-HR 0001172661-26-003181 filed by M.D. Sass, 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 9,708 shares
    Change vs previous 13F +838 shares

    0.27% of the 13F portfolio, value $3,593,610.

    13F-HR 0001172661-26-001945 filed by M.D. Sass, 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 8,870 shares
    Change vs previous 13F +536 shares

    0.34% of the 13F portfolio, value $4,289,709.

    13F-HR 0001172661-26-000587 filed by M.D. Sass, 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 8,334 shares
    Change vs previous 13F -210 shares

    0.35% of the 13F portfolio, value $4,316,595.

    13F-HR 0001172661-25-004587 filed by M.D. Sass, 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 8,544 shares
    Change vs previous 13F +25 shares

    0.34% of the 13F portfolio, value $4,249,871.

    13F-HR 0001172661-25-003127 filed by M.D. Sass, 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 8,519 shares
    Change vs previous 13F -1,269 shares

    0.28% of the 13F portfolio, value $3,197,947.

    13F-HR 0001172661-25-001624 filed by M.D. Sass, 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 9,788 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $4,125,642.

    13F-HR 0001172661-25-000668 filed by M.D. Sass, 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 9,788 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $4,211,776.

    13F-HR 0001172661-24-004650 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

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