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Disclosery

Nvest Financial, LLC: MSFT position timeline

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

Nvest Financial, LLC held 13,082 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,082 shares
    Change vs previous 13F +365 shares

    1.54% of the 13F portfolio, value $4,880,003.

    13F-HR 0001951757-26-001090 filed by Nvest Financial, LLC
    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 12,717 shares
    Change vs previous 13F +553 shares

    1.75% of the 13F portfolio, value $4,707,312.

    13F-HR 0001951757-26-000748 filed by Nvest Financial, LLC
    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 12,164 shares
    Change vs previous 13F +2,881 shares

    2.45% of the 13F portfolio, value $5,882,710.

    13F-HR 0001951757-26-000418 filed by Nvest Financial, LLC
    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 9,283 shares
    Change vs previous 13F -2,643 shares

    2.76% of the 13F portfolio, value $4,808,146.

    13F-HR 0001951757-25-001414 filed by Nvest Financial, LLC
    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 11,926 shares
    Change vs previous 13F +277 shares

    3.09% of the 13F portfolio, value $5,931,868.

    13F-HR 0001085146-25-004208 filed by Nvest Financial, LLC
    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 11,649 shares
    Change vs previous 13F -187 shares

    2.34% of the 13F portfolio, value $4,373,084.

    13F-HR 0001085146-25-002281 filed by Nvest Financial, LLC
    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 11,836 shares
    Change vs previous 13F +1,059 shares

    2.53% of the 13F portfolio, value $4,988,868.

    13F-HR 0001085146-25-000413 filed by Nvest Financial, LLC
    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 10,777 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $4,637,436.

    13F-HR 0001085146-24-004757 filed by Nvest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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