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Disclosery

Shorepoint Capital Partners LLC: MSFT position timeline

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

Shorepoint Capital Partners LLC held 31,574 MSFT shares at 2025-09-30 per its 13F-HR filed 2025-10-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 31,574 shares
    Change vs previous 13F -644 shares

    3.25% of the 13F portfolio, value $16,353,784.

    13F-HR 0001759476-25-000004 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 32,218 shares
    Change vs previous 13F +772 shares

    2.74% of the 13F portfolio, value $12,094,329.

    13F-HR 0001759476-25-000002 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 31,446 shares
    Change vs previous 13F +1,074 shares

    3.03% of the 13F portfolio, value $13,254,505.

    13F-HR 0001759476-25-000001 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 30,372 shares
    Change vs previous 13F -518 shares

    2.98% of the 13F portfolio, value $13,068,937.

    13F-HR 0001759476-24-000005 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 30,890 shares
    Change vs previous 13F +149 shares

    3.24% of the 13F portfolio, value $13,806,209.

    13F-HR 0001759476-24-000003 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 30,741 shares
    Change vs previous 13F -2,496 shares

    3.16% of the 13F portfolio, value $12,933,323.

    13F-HR 0001759476-24-000002 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 33,237 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $12,498,393.

    13F-HR 0001759476-24-000001 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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