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Disclosery

MOTCO: MSFT position timeline

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

MOTCO held 83,975 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,975 shares
    Change vs previous 13F +17,468 shares

    2.68% of the 13F portfolio, value $31,324,354.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 66,507 shares
    Change vs previous 13F +11,263 shares

    2.28% of the 13F portfolio, value $24,618,896.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 55,244 shares
    Change vs previous 13F -1,682 shares

    2.42% of the 13F portfolio, value $26,717,104.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 56,926 shares
    Change vs previous 13F -300 shares

    2.69% of the 13F portfolio, value $29,484,822.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 57,226 shares
    Change vs previous 13F +715 shares

    2.92% of the 13F portfolio, value $30,530,071.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 56,511 shares
    Change vs previous 13F -1,076 shares

    2.24% of the 13F portfolio, value $21,213,664.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 57,587 shares
    Change vs previous 13F -2,317 shares

    2.49% of the 13F portfolio, value $24,272,921.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 59,904 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $25,776,691.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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