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RETIREMENT GUYS FORMULA LLC: MSFT position timeline

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

RETIREMENT GUYS FORMULA LLC held 6,074 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,074 shares
    Change vs previous 13F +541 shares

    0.85% of the 13F portfolio, value $2,265,783.

    13F-HR 0001933059-26-000003 filed by RETIREMENT GUYS FORMULA 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 5,533 shares
    Change vs previous 13F +882 shares

    0.94% of the 13F portfolio, value $2,048,264.

    13F-HR 0001933059-26-000002 filed by RETIREMENT GUYS FORMULA 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 4,651 shares
    Change vs previous 13F +40 shares

    1.03% of the 13F portfolio, value $2,249,205.

    13F-HR 0001933059-26-000001 filed by RETIREMENT GUYS FORMULA 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 4,611 shares
    Change vs previous 13F -122 shares

    0.84% of the 13F portfolio, value $2,388,452.

    13F-HR 0001933059-25-000002 filed by RETIREMENT GUYS FORMULA 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 4,733 shares
    Change vs previous 13F -8 shares

    0.89% of the 13F portfolio, value $2,354,094.

    13F-HR 0001085146-25-003808 filed by RETIREMENT GUYS FORMULA 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 4,741 shares
    Change vs previous 13F +818 shares

    0.88% of the 13F portfolio, value $1,779,715.

    13F-HR 0001085146-25-002259 filed by RETIREMENT GUYS FORMULA 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 3,923 shares
    Change vs previous 13F +100 shares

    0.83% of the 13F portfolio, value $1,653,474.

    13F-HR 0001085146-25-000602 filed by RETIREMENT GUYS FORMULA 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 3,823 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,644,824.

    13F-HR 0001085146-24-005018 filed by RETIREMENT GUYS FORMULA LLC
    Filed (acceptance time not in the bulk data set), ingested

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