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Disclosery

REBALANCE, LLC: MSFT position timeline

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

REBALANCE, LLC held 3,886 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,886 shares
    Change vs previous 13F +69 shares

    0.08% of the 13F portfolio, value $1,449,412.

    13F-HR 0001811052-26-000007 filed by REBALANCE, 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 3,817 shares
    Change vs previous 13F -541 shares

    0.08% of the 13F portfolio, value $1,412,797.

    13F-HR 0001811052-26-000006 filed by REBALANCE, 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 4,358 shares
    Change vs previous 13F +323 shares

    0.12% of the 13F portfolio, value $2,107,430.

    13F-HR 0001811052-26-000002 filed by REBALANCE, 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 4,035 shares
    Change vs previous 13F +26 shares

    0.13% of the 13F portfolio, value $2,089,729.

    13F-HR 0001811052-25-000007 filed by REBALANCE, 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 4,009 shares
    Change vs previous 13F -3 shares

    0.14% of the 13F portfolio, value $1,994,117.

    13F-HR 0001811052-25-000006 filed by REBALANCE, 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 4,012 shares
    Change vs previous 13F -270 shares

    0.11% of the 13F portfolio, value $1,506,125.

    13F-HR 0001811052-25-000005 filed by REBALANCE, 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 4,282 shares
    Change vs previous 13F +578 shares

    0.13% of the 13F portfolio, value $1,804,863.

    13F-HR 0001811052-25-000002 filed by REBALANCE, 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 3,704 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,593,831.

    13F-HR 0001811052-24-000008 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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