Skip to content
Disclosery

MCDONALD PARTNERS LLC: MSFT position timeline

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

MCDONALD PARTNERS LLC held 30,962 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,962 shares
    Change vs previous 13F -5,632 shares

    2.81% of the 13F portfolio, value $11,549,420.

    13F-HR 0001331074-26-000004 filed by MCDONALD PARTNERS 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 36,594 shares
    Change vs previous 13F +6,853 shares

    3.19% of the 13F portfolio, value $13,542,513.

    13F-HR 0001172661-26-002252 filed by MCDONALD PARTNERS 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 29,741 shares
    Change vs previous 13F -2,176 shares

    4.53% of the 13F portfolio, value $14,384,917.

    13F-HR 0001172661-26-000422 filed by MCDONALD PARTNERS 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 31,917 shares
    Change vs previous 13F -13,300 shares

    4.94% of the 13F portfolio, value $16,534,427.

    13F-HR 0001172661-25-004722 filed by MCDONALD PARTNERS 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 45,217 shares
    Change vs previous 13F -67 shares

    5.41% of the 13F portfolio, value $22,527,566.

    13F-HR 0001172661-25-003063 filed by MCDONALD PARTNERS 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 45,284 shares
    Change vs previous 13F -664 shares

    4.43% of the 13F portfolio, value $17,026,764.

    13F-HR 0001172661-25-002211 filed by MCDONALD PARTNERS 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 45,948 shares
    Change vs previous 13F -1,237 shares

    4.95% of the 13F portfolio, value $19,367,404.

    13F-HR 0001172661-25-000454 filed by MCDONALD PARTNERS 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 47,185 shares
    Change vs previous 13F not available

    5.08% of the 13F portfolio, value $20,303,849.

    13F-HR 0001172661-24-004254 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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