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Petrus Trust Company, LTA: MSFT position timeline

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

Petrus Trust Company, LTA held 106,512 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 106,512 shares
    Change vs previous 13F -35,000 shares

    3.74% of the 13F portfolio, value $39,731,106.

    13F-HR 0001193125-26-351101 filed by Petrus Trust Company, LTA
    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 141,512 shares
    Change vs previous 13F -8,350 shares

    5.72% of the 13F portfolio, value $52,383,497.

    13F-HR 0001193125-26-225732 filed by Petrus Trust Company, LTA
    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 149,862 shares
    Change vs previous 13F +122 shares

    7.33% of the 13F portfolio, value $72,476,260.

    13F-HR 0001193125-26-053574 filed by Petrus Trust Company, LTA
    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 149,740 shares
    Change vs previous 13F +278 shares

    8.5% of the 13F portfolio, value $77,557,833.

    13F-HR 0001193125-25-282102 filed by Petrus Trust Company, LTA
    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 149,462 shares
    Change vs previous 13F -11,672 shares

    7.71% of the 13F portfolio, value $74,343,893.

    13F-HR 0000950123-25-008150 filed by Petrus Trust Company, LTA
    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 161,134 shares
    Change vs previous 13F +24,308 shares

    5.65% of the 13F portfolio, value $60,488,092.

    13F-HR 0000950123-25-005574 filed by Petrus Trust Company, LTA
    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 136,826 shares
    Change vs previous 13F +4,720 shares

    5.58% of the 13F portfolio, value $57,672,159.

    13F-HR 0000950123-25-002451 filed by Petrus Trust Company, LTA
    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 132,106 shares
    Change vs previous 13F not available

    5.54% of the 13F portfolio, value $56,845,212.

    13F-HR 0000950123-24-011602 filed by Petrus Trust Company, LTA
    Filed (acceptance time not in the bulk data set), ingested

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