Skip to content
Disclosery

Richard W. Paul & Associates, LLC: MSFT position timeline

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

Richard W. Paul & Associates, LLC held 11,839 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,839 shares
    Change vs previous 13F +2,190 shares

    1.35% of the 13F portfolio, value $4,416,249.

    13F-HR 0001964203-26-000003 filed by Richard W. Paul & Associates, 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 9,649 shares
    Change vs previous 13F +300 shares

    1.2% of the 13F portfolio, value $3,571,868.

    13F-HR 0001964203-26-000002 filed by Richard W. Paul & Associates, 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 9,349 shares
    Change vs previous 13F +344 shares

    1.5% of the 13F portfolio, value $4,521,139.

    13F-HR 0001964203-26-000001 filed by Richard W. Paul & Associates, 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 9,005 shares
    Change vs previous 13F -344 shares

    1.59% of the 13F portfolio, value $4,664,111.

    13F-HR 0001964203-25-000005 filed by Richard W. Paul & Associates, 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 9,349 shares
    Change vs previous 13F +48 shares

    1.68% of the 13F portfolio, value $4,650,509.

    13F-HR 0001964203-25-000004 filed by Richard W. Paul & Associates, 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 9,301 shares
    Change vs previous 13F -449 shares

    1.37% of the 13F portfolio, value $3,491,485.

    13F-HR 0001964203-25-000002 filed by Richard W. Paul & Associates, 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 9,750 shares
    Change vs previous 13F +203 shares

    1.5% of the 13F portfolio, value $4,109,706.

    13F-HR 0001964203-25-000001 filed by Richard W. Paul & Associates, 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 9,547 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $4,108,286.

    13F-HR 0001964203-24-000004 filed by Richard W. Paul & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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