Skip to content
Disclosery

Pettee Investors, Inc.: MSFT position timeline

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

Pettee Investors, Inc. held 18,962 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,962 shares
    Change vs previous 13F -50 shares

    3.48% of the 13F portfolio, value $7,073,205.

    13F-HR 0001596901-26-000003 filed by Pettee Investors, Inc.
    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 19,012 shares
    Change vs previous 13F +246 shares

    3.99% of the 13F portfolio, value $7,752,713.

    13F-HR 0001596901-26-000002 filed by Pettee Investors, Inc.
    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 18,766 shares
    Change vs previous 13F +754 shares

    5.09% of the 13F portfolio, value $9,075,613.

    13F-HR 0001596901-26-000001 filed by Pettee Investors, Inc.
    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 18,012 shares
    Change vs previous 13F +864 shares

    5.13% of the 13F portfolio, value $9,329,315.

    13F-HR 0001596901-25-000005 filed by Pettee Investors, Inc.
    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 17,148 shares
    Change vs previous 13F -385 shares

    5.1% of the 13F portfolio, value $8,529,587.

    13F-HR 0001596901-25-000003 filed by Pettee Investors, Inc.
    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 17,533 shares
    Change vs previous 13F -1,381 shares

    3.92% of the 13F portfolio, value $6,581,713.

    13F-HR 0001596901-25-000002 filed by Pettee Investors, Inc.
    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 18,914 shares
    Change vs previous 13F 0 shares

    4.05% of the 13F portfolio, value $7,972,251.

    13F-HR 0001596901-25-000001 filed by Pettee Investors, Inc.
    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 18,914 shares
    Change vs previous 13F not available

    3.96% of the 13F portfolio, value $8,138,694.

    13F-HR 0001596901-24-000004 filed by Pettee Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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