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Optas, LLC: MSFT position timeline

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

Optas, LLC held 37,849 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,849 shares
    Change vs previous 13F +2,409 shares

    1.98% of the 13F portfolio, value $14,118,451.

    13F-HR 0001802961-26-000004 filed by Optas, 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 35,440 shares
    Change vs previous 13F -270 shares

    1.99% of the 13F portfolio, value $13,118,841.

    13F-HR 0001802961-26-000002 filed by Optas, 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 35,710 shares
    Change vs previous 13F +3,349 shares

    2.7% of the 13F portfolio, value $17,270,091.

    13F-HR 0001802961-26-000001 filed by Optas, 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 32,361 shares
    Change vs previous 13F +456 shares

    2.84% of the 13F portfolio, value $16,761,516.

    13F-HR 0001802961-25-000004 filed by Optas, 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 31,905 shares
    Change vs previous 13F +2,167 shares

    3.02% of the 13F portfolio, value $15,869,999.

    13F-HR 0001085146-25-004086 filed by Optas, 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 29,738 shares
    Change vs previous 13F -1,142 shares

    1.94% of the 13F portfolio, value $11,163,446.

    13F-HR 0001085146-25-002171 filed by Optas, 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 30,880 shares
    Change vs previous 13F +1,490 shares

    2.8% of the 13F portfolio, value $13,016,042.

    13F-HR 0001085146-25-000492 filed by Optas, 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 29,390 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $12,646,635.

    13F-HR 0001085146-24-005208 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

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