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Disclosery

Marotta Asset Management: MSFT position timeline

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

Marotta Asset Management held 3,683 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,683 shares
    Change vs previous 13F -347 shares

    0.32% of the 13F portfolio, value $1,889,242.

    13F-HR 0001802091-26-000004 filed by Marotta Asset Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,030 shares
    Change vs previous 13F +47 shares

    0.26% of the 13F portfolio, value $1,548,778.

    13F-HR 0001802091-26-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,983 shares
    Change vs previous 13F -12 shares

    0.27% of the 13F portfolio, value $1,471,273.

    13F-HR 0001802091-26-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,995 shares
    Change vs previous 13F -442 shares

    0.36% of the 13F portfolio, value $1,932,090.

    13F-HR 0001802091-26-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,437 shares
    Change vs previous 13F +5 shares

    0.43% of the 13F portfolio, value $2,305,926.

    13F-HR 0001802091-25-000005 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,432 shares
    Change vs previous 13F -437 shares

    0.44% of the 13F portfolio, value $2,204,447.

    13F-HR 0001802091-25-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,869 shares
    Change vs previous 13F +274 shares

    0.41% of the 13F portfolio, value $2,094,928.

    13F-HR 0001802091-25-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,595 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,923,221.

    13F-HR 0001802091-25-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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