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Disclosery

Mendel Money Management: MSFT position timeline

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

Mendel Money Management held 25,357 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 25,357 shares
    Change vs previous 13F +3,046 shares

    3.46% of the 13F portfolio, value $9,457,993.

    13F-HR 0001600585-26-000005 filed by Mendel Money Management
    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 22,311 shares
    Change vs previous 13F +1,476 shares

    3.46% of the 13F portfolio, value $8,258,723.

    13F-HR 0001600585-26-000003 filed by Mendel Money Management
    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 20,835 shares
    Change vs previous 13F -366 shares

    4.22% of the 13F portfolio, value $10,076,040.

    13F-HR 0001600585-26-000002 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 21,201 shares
    Change vs previous 13F -260 shares

    4.62% of the 13F portfolio, value $10,980,862.

    13F-HR 0001600585-25-000005 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 21,461 shares
    Change vs previous 13F -783 shares

    4.73% of the 13F portfolio, value $10,674,728.

    13F-HR 0001085146-25-004446 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 22,244 shares
    Change vs previous 13F +77 shares

    3.96% of the 13F portfolio, value $8,350,175.

    13F-HR 0001085146-25-002647 filed by Mendel Money Management
    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 22,167 shares
    Change vs previous 13F -567 shares

    4.17% of the 13F portfolio, value $9,343,406.

    13F-HR 0001085146-25-001016 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 22,734 shares
    Change vs previous 13F not available

    4.23% of the 13F portfolio, value $9,782,440.

    13F-HR 0001085146-24-005406 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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