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New Potomac Partners, LLC: MSFT position timeline

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

New Potomac Partners, LLC held 19,965 MSFT shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 19,965 shares
    Change vs previous 13F -190 shares

    4.41% of the 13F portfolio, value $8,591,128.

    13F-HR 0001731466-24-000004 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 20,155 shares
    Change vs previous 13F -269 shares

    4.92% of the 13F portfolio, value $9,008,474.

    13F-HR 0001731466-24-000002 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 20,424 shares
    Change vs previous 13F -691 shares

    4.77% of the 13F portfolio, value $8,592,970.

    13F-HR 0001731466-24-000001 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 21,115 shares
    Change vs previous 13F +2,001 shares

    4.72% of the 13F portfolio, value $7,940,250.

    13F-HR 0001940416-24-000002 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 19,114 shares
    Change vs previous 13F -390 shares

    4.15% of the 13F portfolio, value $6,035,246.

    13F-HR 0001731466-23-000003 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 19,504 shares
    Change vs previous 13F -1,809 shares

    4.38% of the 13F portfolio, value $6,641,893.

    13F-HR 0001731466-23-000002 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 21,313 shares
    Change vs previous 13F -82 shares

    4.26% of the 13F portfolio, value $6,144,538.

    13F-HR 0001104659-23-050140 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 21,395 shares
    Change vs previous 13F not available

    3.8% of the 13F portfolio, value $5,130,949.

    13F-HR 0001104659-23-004552 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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