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Disclosery

Security National Bank: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Security National Bank on MSFT, newest first. How the timeline and the estimate are built.

Security National Bank held 52,745 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,745 shares
    Change vs previous 13F +2,526 shares

    2.35% of the 13F portfolio, value $19,674,940.

    13F-HR 0001719739-26-000003 filed by Security National Bank
    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 50,219 shares
    Change vs previous 13F +364 shares

    2.71% of the 13F portfolio, value $18,589,568.

    13F-HR 0001719739-26-000002 filed by Security National Bank
    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 49,855 shares
    Change vs previous 13F +287 shares

    3.46% of the 13F portfolio, value $24,110,875.

    13F-HR 0001719739-26-000001 filed by Security National Bank
    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 49,568 shares
    Change vs previous 13F +876 shares

    3.93% of the 13F portfolio, value $25,673,745.

    13F-HR 0001719739-25-000011 filed by Security National Bank
    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 48,692 shares
    Change vs previous 13F -395 shares

    4.19% of the 13F portfolio, value $24,219,888.

    13F-HR 0001719739-25-000003 filed by Security National Bank
    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 49,087 shares
    Change vs previous 13F +5,123 shares

    3.48% of the 13F portfolio, value $18,426,769.

    13F-HR 0001719739-25-000002 filed by Security National Bank
    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 43,964 shares
    Change vs previous 13F -108 shares

    2.64% of the 13F portfolio, value $18,530,826.

    13F-HR 0001719739-25-000001 filed by Security National Bank
    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 44,072 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $18,964,182.

    13F-HR 0001719739-24-000007 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

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