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McBroom & Associates, LLC: MSFT position timeline

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

McBroom & Associates, LLC held 17,526 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,526 shares
    Change vs previous 13F -520 shares

    3.29% of the 13F portfolio, value $6,537,476.

    13F-HR 0001754960-26-000672 filed by McBroom & Associates, 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 18,046 shares
    Change vs previous 13F -1,729 shares

    3.72% of the 13F portfolio, value $6,680,002.

    13F-HR 0001754960-26-000309 filed by McBroom & Associates, 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 19,775 shares
    Change vs previous 13F +159 shares

    4.65% of the 13F portfolio, value $9,563,455.

    13F-HR 0001754960-26-000090 filed by McBroom & Associates, 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 19,616 shares
    Change vs previous 13F -93 shares

    4.83% of the 13F portfolio, value $10,159,950.

    13F-HR 0001754960-25-000722 filed by McBroom & Associates, 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 19,709 shares
    Change vs previous 13F 0 shares

    4.23% of the 13F portfolio, value $7,398,424.

    13F-HR 0001754960-25-000534 filed by McBroom & Associates, 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 19,709 shares
    Change vs previous 13F -81 shares

    4.23% of the 13F portfolio, value $7,398,424.

    13F-HR 0001754960-25-000213 filed by McBroom & Associates, 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 19,790 shares
    Change vs previous 13F +712 shares

    4.72% of the 13F portfolio, value $8,341,313.

    13F-HR 0001754960-25-000083 filed by McBroom & Associates, 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 19,078 shares
    Change vs previous 13F not available

    5.02% of the 13F portfolio, value $8,209,073.

    13F-HR 0001754960-24-000513 filed by McBroom & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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