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Disclosery

Putney Financial Group LLC: MSFT position timeline

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

Putney Financial Group LLC held 14,029 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,029 shares
    Change vs previous 13F -139 shares

    4.71% of the 13F portfolio, value $5,232,979.

    13F-HR 0002056907-26-000003 filed by Putney Financial Group 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 14,168 shares
    Change vs previous 13F -677 shares

    5.28% of the 13F portfolio, value $5,244,451.

    13F-HR 0002056907-26-000002 filed by Putney Financial Group 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 14,845 shares
    Change vs previous 13F +2,203 shares

    6.71% of the 13F portfolio, value $7,179,132.

    13F-HR 0002056907-26-000001 filed by Putney Financial Group 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 12,642 shares
    Change vs previous 13F -233 shares

    6.49% of the 13F portfolio, value $6,547,655.

    13F-HR 0002056907-25-000006 filed by Putney Financial Group 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/A 12,875 shares
    Change vs previous 13F -732 shares

    6.47% of the 13F portfolio, value $6,404,353.

    13F-HR/A 0002056907-25-000004 filed by Putney Financial Group 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 13,607 shares
    Change vs previous 13F -451 shares

    5.37% of the 13F portfolio, value $5,108,035.

    13F-HR 0002056907-25-000002 filed by Putney Financial Group 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 14,058 shares
    Change vs previous 13F not available

    5.28% of the 13F portfolio, value $5,925,498.

    13F-HR 0002056907-25-000001 filed by Putney Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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