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Disclosery

Peak Asset Management, LLC: MSFT position timeline

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

Peak Asset Management, LLC held 67,052 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,052 shares
    Change vs previous 13F +7,856 shares

    3.68% of the 13F portfolio, value $25,011,853.

    13F-HR 0001062993-26-004338 filed by Peak 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 59,196 shares
    Change vs previous 13F +844 shares

    3.87% of the 13F portfolio, value $21,912,616.

    13F-HR 0001062993-26-002657 filed by Peak 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 58,352 shares
    Change vs previous 13F -516 shares

    4.8% of the 13F portfolio, value $28,220,237.

    13F-HR 0001062993-26-000643 filed by Peak 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 58,868 shares
    Change vs previous 13F -1,143 shares

    5.32% of the 13F portfolio, value $30,490,726.

    13F-HR 0001062993-25-016725 filed by Peak 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 60,011 shares
    Change vs previous 13F -1,254 shares

    5.47% of the 13F portfolio, value $29,849,823.

    13F-HR 0001062993-25-014438 filed by Peak 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 61,265 shares
    Change vs previous 13F +139 shares

    4.38% of the 13F portfolio, value $22,998,081.

    13F-HR 0001062993-25-008726 filed by Peak 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 61,126 shares
    Change vs previous 13F +51 shares

    4.77% of the 13F portfolio, value $25,764,399.

    13F-HR 0001062993-25-002525 filed by Peak 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 61,075 shares
    Change vs previous 13F not available

    4.95% of the 13F portfolio, value $26,280,358.

    13F-HR 0001062993-24-018370 filed by Peak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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