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Disclosery

Red Mountain Financial, LLC: MSFT position timeline

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

Red Mountain Financial, LLC held 2,518 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 2,518 shares
    Change vs previous 13F +88 shares

    0.79% of the 13F portfolio, value $939,294.

    13F-HR 0001997650-26-000004 filed by Red Mountain Financial, 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 2,430 shares
    Change vs previous 13F +2 shares

    0.85% of the 13F portfolio, value $899,484.

    13F-HR 0001997650-26-000002 filed by Red Mountain Financial, 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 2,428 shares
    Change vs previous 13F -293 shares

    1.15% of the 13F portfolio, value $1,174,239.

    13F-HR 0001997650-26-000001 filed by Red Mountain Financial, 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 2,721 shares
    Change vs previous 13F -21 shares

    1.43% of the 13F portfolio, value $1,409,549.

    13F-HR 0001997650-25-000007 filed by Red Mountain Financial, 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 2,742 shares
    Change vs previous 13F +1 shares

    1.51% of the 13F portfolio, value $1,364,109.

    13F-HR/A 0001997650-25-000005 filed by Red Mountain Financial, 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 2,741 shares
    Change vs previous 13F +2 shares

    1.25% of the 13F portfolio, value $1,028,935.

    13F-HR 0001997650-25-000002 filed by Red Mountain Financial, 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 2,739 shares
    Change vs previous 13F +38 shares

    1.24% of the 13F portfolio, value $1,154,565.

    13F-HR 0001997650-25-000001 filed by Red Mountain Financial, 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 2,701 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $1,162,146.

    13F-HR 0001997650-24-000004 filed by Red Mountain Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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