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Park Square Financial Group, LLC: MSFT position timeline

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

Park Square Financial Group, LLC held 51 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51 shares
    Change vs previous 13F -14 shares

    0.17% of the 13F portfolio, value $19,023.

    13F-HR 0002058285-26-000003 filed by Park Square Financial Group, 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 65 shares
    Change vs previous 13F -65 shares

    0.18% of the 13F portfolio, value $24,061.

    13F-HR 0002058285-26-000002 filed by Park Square Financial Group, 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 130 shares
    Change vs previous 13F +3 shares

    0.33% of the 13F portfolio, value $54,797.

    13F-HR 0002058285-26-000001 filed by Park Square Financial Group, 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 127 shares
    Change vs previous 13F -8,591 shares

    0.28% of the 13F portfolio, value $65,780.

    13F-HR 0002058285-25-000007 filed by Park Square Financial Group, 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 8,718 shares
    Change vs previous 13F -298 shares

    3.14% of the 13F portfolio, value $4,336,607.

    13F-HR 0002058285-25-000004 filed by Park Square Financial Group, 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 9,016 shares
    Change vs previous 13F -194 shares

    2.69% of the 13F portfolio, value $3,384,400.

    13F-HR 0002058285-25-000003 filed by Park Square Financial Group, 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 9,210 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $3,882,036.

    13F-HR 0002058285-25-000002 filed by Park Square Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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