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Disclosery

Mattson Financial Services, LLC: MSFT position timeline

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

Mattson Financial Services, LLC held 26,391 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,391 shares
    Change vs previous 13F -2,187 shares

    2.22% of the 13F portfolio, value $10,585,379.

    13F-HR 0002034595-26-000003 filed by Mattson Financial Services, 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 28,578 shares
    Change vs previous 13F +2,213 shares

    2.53% of the 13F portfolio, value $10,578,644.

    13F-HR 0002034595-26-000002 filed by Mattson Financial Services, 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 26,365 shares
    Change vs previous 13F +332 shares

    2.98% of the 13F portfolio, value $12,750,506.

    13F-HR 0002034595-26-000001 filed by Mattson Financial Services, 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 26,033 shares
    Change vs previous 13F +354 shares

    3.22% of the 13F portfolio, value $13,483,612.

    13F-HR 0002034595-25-000007 filed by Mattson Financial Services, 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 25,679 shares
    Change vs previous 13F -243 shares

    3.44% of the 13F portfolio, value $12,773,183.

    13F-HR 0002034595-25-000003 filed by Mattson Financial Services, 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 25,922 shares
    Change vs previous 13F +5,834 shares

    2.93% of the 13F portfolio, value $9,730,996.

    13F-HR 0002034595-25-000002 filed by Mattson Financial Services, 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 20,088 shares
    Change vs previous 13F +475 shares

    2.75% of the 13F portfolio, value $8,643,999.

    13F-HR 0002034595-25-000001 filed by Mattson Financial Services, 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 19,613 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $8,766,160.

    13F-HR 0002034595-24-000002 filed by Mattson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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