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Disclosery

RM Financial Services, LLC: MSFT position timeline

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

RM Financial Services, LLC held 1,747 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,747 shares
    Change vs previous 13F +68 shares

    0.48% of the 13F portfolio, value $651,761.

    13F-HR 0001172661-26-003032 filed by RM Financial Services, 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 1,679 shares
    Change vs previous 13F -263 shares

    0.54% of the 13F portfolio, value $621,584.

    13F-HR 0001172661-26-001913 filed by RM Financial Services, 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 1,942 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $939,268.

    13F-HR 0001172661-26-000621 filed by RM Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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