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Monument Capital Management: MSFT position timeline

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

Monument Capital Management held 31,647 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 31,647 shares
    Change vs previous 13F +416 shares

    3.38% of the 13F portfolio, value $16,231,883.

    13F-HR 0001729428-26-000006 filed by Monument Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 31,231 shares
    Change vs previous 13F +702 shares

    2.34% of the 13F portfolio, value $11,649,940.

    13F-HR 0001729428-26-000005 filed by Monument Capital Management
    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 30,529 shares
    Change vs previous 13F -476 shares

    2.83% of the 13F portfolio, value $11,300,952.

    13F-HR 0001729428-26-000003 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 31,005 shares
    Change vs previous 13F +110 shares

    3.73% of the 13F portfolio, value $14,994,558.

    13F-HR 0001729428-26-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 30,895 shares
    Change vs previous 13F -226 shares

    4% of the 13F portfolio, value $16,002,037.

    13F-HR 0001729428-25-000010 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 31,121 shares
    Change vs previous 13F +189 shares

    4.03% of the 13F portfolio, value $15,480,045.

    13F-HR 0001729428-25-000008 filed by Monument Capital Management
    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 30,932 shares
    Change vs previous 13F -489 shares

    3.57% of the 13F portfolio, value $11,611,605.

    13F-HR 0001729428-25-000002 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 31,421 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $13,243,866.

    13F-HR 0001729428-25-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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