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Disclosery

RD Lewis Holdings, Inc.: MSFT position timeline

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

RD Lewis Holdings, Inc. held 7,082 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 7,082 shares
    Change vs previous 13F +440 shares

    2.64% of the 13F portfolio, value $3,552,838.

    13F-HR 0001951757-26-001255 filed by RD Lewis Holdings, 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 6,642 shares
    Change vs previous 13F -83 shares

    2.15% of the 13F portfolio, value $2,477,931.

    13F-HR 0001951757-26-000591 filed by RD Lewis Holdings, 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 6,725 shares
    Change vs previous 13F +320 shares

    2.36% of the 13F portfolio, value $2,765,387.

    13F-HR 0001951757-26-000389 filed by RD Lewis Holdings, 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 6,405 shares
    Change vs previous 13F +17 shares

    3.07% of the 13F portfolio, value $3,273,852.

    13F-HR 0001951757-25-001421 filed by RD Lewis Holdings, 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 6,388 shares
    Change vs previous 13F +72 shares

    3.36% of the 13F portfolio, value $3,327,126.

    13F-HR 0001951757-25-001067 filed by RD Lewis Holdings, 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 6,316 shares
    Change vs previous 13F +136 shares

    3.11% of the 13F portfolio, value $2,749,228.

    13F-HR 0001951757-25-000514 filed by RD Lewis Holdings, 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 6,180 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $2,532,255.

    13F-HR 0001951757-25-000229 filed by RD Lewis Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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