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Disclosery

Mill Capital Management, LLC: MSFT position timeline

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

Mill Capital Management, LLC held 201,680 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 201,680 shares
    Change vs previous 13F +127 shares

    5.02% of the 13F portfolio, value $75,230,692.

    13F-HR 0001398344-26-013354 filed by Mill Capital Management, 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 201,553 shares
    Change vs previous 13F +1,029 shares

    5.67% of the 13F portfolio, value $74,608,893.

    13F-HR 0001398344-26-008209 filed by Mill Capital Management, 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 200,524 shares
    Change vs previous 13F +683 shares

    7% of the 13F portfolio, value $96,977,441.

    13F-HR 0001398344-26-002778 filed by Mill Capital Management, 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 199,841 shares
    Change vs previous 13F -5,733 shares

    7.67% of the 13F portfolio, value $103,507,672.

    13F-HR 0001398344-25-019997 filed by Mill Capital Management, 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 205,574 shares
    Change vs previous 13F -7,070 shares

    8.02% of the 13F portfolio, value $102,254,588.

    13F-HR 0001398344-25-014452 filed by Mill Capital Management, 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 212,644 shares
    Change vs previous 13F -4,694 shares

    6.4% of the 13F portfolio, value $79,824,450.

    13F-HR 0001398344-25-007536 filed by Mill Capital Management, 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 217,338 shares
    Change vs previous 13F +109 shares

    7.24% of the 13F portfolio, value $91,607,988.

    13F-HR 0001398344-25-002426 filed by Mill Capital Management, 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 217,229 shares
    Change vs previous 13F not available

    7.31% of the 13F portfolio, value $93,473,660.

    13F-HR 0001398344-24-019577 filed by Mill Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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