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Mendota Financial Group, LLC: MSFT position timeline

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

Mendota Financial Group, LLC held 722 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 722 shares
    Change vs previous 13F -6 shares

    0.23% of the 13F portfolio, value $370,314.

    13F-HR 0001964538-26-000005 filed by Mendota Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 728 shares
    Change vs previous 13F -23 shares

    0.17% of the 13F portfolio, value $271,559.

    13F-HR 0001964538-26-000004 filed by Mendota Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 751 shares
    Change vs previous 13F -228 shares

    0.21% of the 13F portfolio, value $277,998.

    13F-HR 0001964538-26-000002 filed by Mendota Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 979 shares
    Change vs previous 13F -110 shares

    0.34% of the 13F portfolio, value $473,464.

    13F-HR 0001964538-26-000001 filed by Mendota Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,089 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $564,048.

    13F-HR 0001964538-25-000007 filed by Mendota Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,089 shares
    Change vs previous 13F -10 shares

    0.51% of the 13F portfolio, value $541,680.

    13F-HR 0001964538-25-000005 filed by Mendota Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,099 shares
    Change vs previous 13F -503 shares

    0.45% of the 13F portfolio, value $412,554.

    13F-HR 0001964538-25-000003 filed by Mendota Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,602 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $675,298.

    13F-HR 0001964538-25-000001 filed by Mendota Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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