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Disclosery

Richard Young Associates, Ltd.: MSFT position timeline

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

Richard Young Associates, Ltd. held 1,775 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,775 shares
    Change vs previous 13F -47 shares

    0.44% of the 13F portfolio, value $661,924.

    13F-HR 0002107563-26-000003 filed by Richard Young Associates, Ltd.
    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 1,822 shares
    Change vs previous 13F +572 shares

    0.51% of the 13F portfolio, value $674,305.

    13F-HR 0002107563-26-000002 filed by Richard Young Associates, Ltd.
    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 1,250 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $604,466.

    13F-HR 0002107563-26-000001 filed by Richard Young Associates, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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