Mendel Capital Management LLC: MSFT position timeline

Mendel Capital Management LLC held 10,694 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 10,694 shares

   Change vs previous 13F -11 shares

   1.8% of the 13F portfolio, value $3,989,226.

   13F-HR 0001911384-26-000008 filed by Mendel Capital Management LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 10,705 shares

   Change vs previous 13F -120 shares

   1.99% of the 13F portfolio, value $3,962,545.

   13F-HR 0001911384-26-000006 filed by Mendel Capital Management LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-09-30

   13F 10,825 shares

   Change vs previous 13F +114 shares

   2.94% of the 13F portfolio, value $5,606,787.

   13F-HR 0001911384-25-000016 filed by Mendel Capital Management LLC
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 10,711 shares

   Change vs previous 13F -75 shares

   3.04% of the 13F portfolio, value $5,327,905.

   13F-HR 0001911384-25-000008 filed by Mendel Capital Management LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 10,786 shares

   Change vs previous 13F -174 shares

   2.45% of the 13F portfolio, value $4,048,823.

   13F-HR 0001911384-25-000006 filed by Mendel Capital Management LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

6. period ended2024-12-31

   13F 10,960 shares

   Change vs previous 13F -358 shares

   2.8% of the 13F portfolio, value $4,619,479.

   13F-HR 0001911384-25-000004 filed by Mendel Capital Management LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

7. period ended2024-09-30

   13F 11,318 shares

   Change vs previous 13F not available

   2.99% of the 13F portfolio, value $4,870,333.

   13F-HR 0001172661-24-004506 filed by Mendel Capital Management LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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