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Disclosery

S&CO INC: MSFT position timeline

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

S&CO INC held 198,340 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 198,340 shares
    Change vs previous 13F +8,143 shares

    4.27% of the 13F portfolio, value $73,984,000.

    13F-HR 0001082461-26-000003 filed by S&CO INC
    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 190,197 shares
    Change vs previous 13F +17,900 shares

    4.37% of the 13F portfolio, value $70,405,000.

    13F-HR 0001082461-26-000002 filed by S&CO INC
    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 172,297 shares
    Change vs previous 13F +4,660 shares

    5.18% of the 13F portfolio, value $83,326,000.

    13F-HR 0001082461-26-000001 filed by S&CO INC
    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 167,637 shares
    Change vs previous 13F +1,456 shares

    5.32% of the 13F portfolio, value $86,827,000.

    13F-HR 0001082461-25-000005 filed by S&CO INC
    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 166,181 shares
    Change vs previous 13F +4,169 shares

    5.3% of the 13F portfolio, value $82,660,000.

    13F-HR 0001082461-25-000003 filed by S&CO INC
    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 162,012 shares
    Change vs previous 13F +3,248 shares

    4.08% of the 13F portfolio, value $60,817,000.

    13F-HR 0001082461-25-000002 filed by S&CO INC
    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 158,764 shares
    Change vs previous 13F +2,053 shares

    4.54% of the 13F portfolio, value $66,919,000.

    13F-HR 0001082461-25-000001 filed by S&CO INC
    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 156,711 shares
    Change vs previous 13F not available

    4.41% of the 13F portfolio, value $67,432,000.

    13F-HR 0001082461-24-000005 filed by S&CO INC
    Filed (acceptance time not in the bulk data set), ingested

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