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Prudent Man Advisors, LLC: MSFT position timeline

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

Prudent Man Advisors, LLC held 24,696 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,696 shares
    Change vs previous 13F +2,463 shares

    2.11% of the 13F portfolio, value $9,212,102.

    13F-HR 0001817174-26-000003 filed by Prudent Man Advisors, 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 22,233 shares
    Change vs previous 13F +7,854 shares

    2.46% of the 13F portfolio, value $8,229,990.

    13F-HR 0001817174-26-000002 filed by Prudent Man Advisors, 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 14,379 shares
    Change vs previous 13F -257 shares

    2.53% of the 13F portfolio, value $6,953,972.

    13F-HR 0001817174-26-000001 filed by Prudent Man Advisors, 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 14,636 shares
    Change vs previous 13F -2,434 shares

    2.79% of the 13F portfolio, value $7,580,716.

    13F-HR 0001817174-25-000005 filed by Prudent Man Advisors, 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 17,070 shares
    Change vs previous 13F +3,894 shares

    2.7% of the 13F portfolio, value $8,490,789.

    13F-HR 0001817174-25-000003 filed by Prudent Man Advisors, 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 13,176 shares
    Change vs previous 13F +494 shares

    1.8% of the 13F portfolio, value $4,946,139.

    13F-HR 0001817174-25-000002 filed by Prudent Man Advisors, 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 12,682 shares
    Change vs previous 13F -808 shares

    1.94% of the 13F portfolio, value $5,345,463.

    13F-HR 0001817174-25-000001 filed by Prudent Man Advisors, 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 13,490 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $5,804,747.

    13F-HR 0001817174-24-000004 filed by Prudent Man Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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