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Pinnacle West Asset Management, Inc.: MSFT position timeline

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

Pinnacle West Asset Management, Inc. held 10,975 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,975 shares
    Change vs previous 13F -12,645 shares

    2.83% of the 13F portfolio, value $4,094,000.

    13F-HR 0001975730-26-000006 filed by Pinnacle West Asset Management, 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 23,620 shares
    Change vs previous 13F -465 shares

    5.94% of the 13F portfolio, value $8,743,000.

    13F-HR 0001975730-26-000004 filed by Pinnacle West Asset Management, 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 24,085 shares
    Change vs previous 13F -225 shares

    7.57% of the 13F portfolio, value $11,648,000.

    13F-HR 0001975730-26-000002 filed by Pinnacle West Asset Management, 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 24,310 shares
    Change vs previous 13F -75 shares

    8.15% of the 13F portfolio, value $12,591,000.

    13F-HR 0001975730-25-000009 filed by Pinnacle West Asset Management, 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 24,385 shares
    Change vs previous 13F -100 shares

    8.38% of the 13F portfolio, value $12,129,000.

    13F-HR 0001975730-25-000007 filed by Pinnacle West Asset Management, 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 24,485 shares
    Change vs previous 13F +50 shares

    6.64% of the 13F portfolio, value $9,191,000.

    13F-HR 0001975730-25-000005 filed by Pinnacle West Asset Management, 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 24,435 shares
    Change vs previous 13F -70 shares

    7.37% of the 13F portfolio, value $10,299,000.

    13F-HR 0001975730-25-000002 filed by Pinnacle West Asset Management, 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 24,505 shares
    Change vs previous 13F not available

    7.56% of the 13F portfolio, value $10,545,000.

    13F-HR 0001975730-24-000008 filed by Pinnacle West Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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