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Paul R. Ried Financial Group, LLC: MSFT position timeline

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

Paul R. Ried Financial Group, LLC held 52,068 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,068 shares
    Change vs previous 13F -3,447 shares

    8.48% of the 13F portfolio, value $19,422,370.

    13F-HR 0002033053-26-000007 filed by Paul R. Ried 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 55,515 shares
    Change vs previous 13F +686 shares

    9.55% of the 13F portfolio, value $20,550,087.

    13F-HR 0002033053-26-000005 filed by Paul R. Ried 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 54,829 shares
    Change vs previous 13F -1,529 shares

    12.52% of the 13F portfolio, value $26,516,226.

    13F-HR 0002033053-26-000003 filed by Paul R. Ried 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 56,358 shares
    Change vs previous 13F +2,032 shares

    14.77% of the 13F portfolio, value $29,190,683.

    13F-HR 0002033053-25-000010 filed by Paul R. Ried 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 54,326 shares
    Change vs previous 13F +455 shares

    16.35% of the 13F portfolio, value $27,022,120.

    13F-HR 0002033053-25-000007 filed by Paul R. Ried 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 53,871 shares
    Change vs previous 13F -2,523 shares

    14.09% of the 13F portfolio, value $20,222,691.

    13F-HR 0002033053-25-000006 filed by Paul R. Ried 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 56,394 shares
    Change vs previous 13F not available

    16.67% of the 13F portfolio, value $23,770,301.

    13F-HR 0002033053-25-000003 filed by Paul R. Ried Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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