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Narwhal Capital Management: MSFT position timeline

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

Narwhal Capital Management held 162,292 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,292 shares
    Change vs previous 13F -1,843 shares

    4.18% of the 13F portfolio, value $60,538,146.

    13F-HR 0001461287-26-000003 filed by Narwhal Capital Management
    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 164,135 shares
    Change vs previous 13F +2,738 shares

    4.48% of the 13F portfolio, value $60,757,915.

    13F-HR 0001461287-26-000002 filed by Narwhal 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 ended2025-12-31
    13F 161,397 shares
    Change vs previous 13F +5,328 shares

    5.67% of the 13F portfolio, value $78,055,007.

    13F-HR 0001461287-26-000001 filed by Narwhal 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 ended2025-09-30
    13F 156,069 shares
    Change vs previous 13F -1,179 shares

    5.99% of the 13F portfolio, value $80,835,753.

    13F-HR 0001461287-25-000005 filed by Narwhal 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 ended2025-06-30
    13F 157,248 shares
    Change vs previous 13F -3,457 shares

    6.28% of the 13F portfolio, value $78,216,726.

    13F-HR 0001085146-25-004109 filed by Narwhal 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 ended2025-03-31
    13F 160,705 shares
    Change vs previous 13F +2,680 shares

    5.38% of the 13F portfolio, value $60,327,112.

    13F-HR 0001085146-25-002254 filed by Narwhal 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 ended2024-12-31
    13F 158,025 shares
    Change vs previous 13F -587 shares

    5.89% of the 13F portfolio, value $66,607,664.

    13F-HR 0001085146-25-000391 filed by Narwhal 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 ended2024-09-30
    13F 158,612 shares
    Change vs previous 13F not available

    6.14% of the 13F portfolio, value $68,250,555.

    13F-HR 0001085146-24-005056 filed by Narwhal Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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