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Occidental Asset Management, LLC: MSFT position timeline

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

Occidental Asset Management, LLC held 85,268 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,268 shares
    Change vs previous 13F +25,650 shares

    3.16% of the 13F portfolio, value $31,806,696.

    13F-HR 0001214659-26-009760 filed by Occidental Asset Management, 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 59,618 shares
    Change vs previous 13F +2,729 shares

    2.61% of the 13F portfolio, value $22,068,727.

    13F-HR 0001214659-26-004706 filed by Occidental Asset Management, 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 56,889 shares
    Change vs previous 13F +415 shares

    3.31% of the 13F portfolio, value $27,512,796.

    13F-HR 0001214659-26-000248 filed by Occidental Asset Management, 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 56,474 shares
    Change vs previous 13F +3,649 shares

    3.67% of the 13F portfolio, value $29,250,940.

    13F-HR 0001214659-25-015461 filed by Occidental Asset Management, 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 52,825 shares
    Change vs previous 13F +2,372 shares

    3.63% of the 13F portfolio, value $26,275,847.

    13F-HR 0001214659-25-010386 filed by Occidental Asset Management, 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 50,453 shares
    Change vs previous 13F +6,739 shares

    2.86% of the 13F portfolio, value $18,939,633.

    13F-HR 0001214659-25-007758 filed by Occidental Asset Management, 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 43,714 shares
    Change vs previous 13F +3,804 shares

    2.88% of the 13F portfolio, value $18,425,627.

    13F-HR 0001214659-25-000577 filed by Occidental Asset Management, 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 39,910 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $17,173,392.

    13F-HR 0001214659-24-017492 filed by Occidental Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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