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Disclosery

Montanaro Asset Management Ltd: MSCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Montanaro Asset Management Ltd on MSCI, newest first. How the timeline and the estimate are built.

Montanaro Asset Management Ltd held 11,000 MSCI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,000 shares
    Change vs previous 13F -4,650 shares

    1.94% of the 13F portfolio, value $6,160,440.

    13F-HR 0001831133-26-000003 filed by Montanaro Asset Management Ltd
    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 15,650 shares
    Change vs previous 13F +500 shares

    2.52% of the 13F portfolio, value $8,435,507.

    13F-HR 0001831133-26-000002 filed by Montanaro Asset Management Ltd
    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 15,150 shares
    Change vs previous 13F +800 shares

    2.42% of the 13F portfolio, value $8,692,010.

    13F-HR 0001831133-26-000001 filed by Montanaro Asset Management Ltd
    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 14,350 shares
    Change vs previous 13F +1,600 shares

    2.03% of the 13F portfolio, value $8,142,334.

    13F-HR 0001831133-25-000003 filed by Montanaro Asset Management Ltd
    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 12,750 shares
    Change vs previous 13F +750 shares

    1.9% of the 13F portfolio, value $7,353,435.

    13F-HR 0001085146-25-004529 filed by Montanaro Asset Management Ltd
    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 12,000 shares
    Change vs previous 13F -5,000 shares

    1.99% of the 13F portfolio, value $6,786,000.

    13F-HR 0001085146-25-003010 filed by Montanaro Asset Management Ltd
    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 17,000 shares
    Change vs previous 13F -1,600 shares

    2.11% of the 13F portfolio, value $10,200,170.

    13F-HR 0001085146-25-001037 filed by Montanaro Asset Management Ltd
    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 18,600 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $10,842,498.

    13F-HR 0001085146-24-005318 filed by Montanaro Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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