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Disclosery

Ruggaard & Associates LLC: MSFT position timeline

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

Ruggaard & Associates LLC held 5,326 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,326 shares
    Change vs previous 13F -33 shares

    0.71% of the 13F portfolio, value $1,986,772.

    13F-HR 0001971230-26-000003 filed by Ruggaard & 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 5,359 shares
    Change vs previous 13F +3 shares

    0.79% of the 13F portfolio, value $1,983,787.

    13F-HR 0001971230-26-000002 filed by Ruggaard & 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 5,356 shares
    Change vs previous 13F -526 shares

    1.02% of the 13F portfolio, value $2,590,295.

    13F-HR 0001971230-26-000001 filed by Ruggaard & 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 5,882 shares
    Change vs previous 13F -1 shares

    1.14% of the 13F portfolio, value $3,046,589.

    13F-HR 0001971230-25-000006 filed by Ruggaard & 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 5,883 shares
    Change vs previous 13F +28 shares

    1.18% of the 13F portfolio, value $2,926,263.

    13F-HR 0001971230-25-000005 filed by Ruggaard & 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 5,855 shares
    Change vs previous 13F -400 shares

    0.96% of the 13F portfolio, value $2,197,908.

    13F-HR 0001971230-25-000002 filed by Ruggaard & 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 6,255 shares
    Change vs previous 13F -285 shares

    1.16% of the 13F portfolio, value $2,636,483.

    13F-HR 0001971230-25-000001 filed by Ruggaard & 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 6,540 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $2,814,162.

    13F-HR 0001971230-24-000010 filed by Ruggaard & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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