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Disclosery

Sierra Legacy Group: MSFT position timeline

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

Sierra Legacy Group held 16,109 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,109 shares
    Change vs previous 13F +291 shares

    4.66% of the 13F portfolio, value $6,008,979.

    13F-HR 0001172661-26-002668 filed by Sierra Legacy Group
    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 15,818 shares
    Change vs previous 13F +100 shares

    4.47% of the 13F portfolio, value $5,855,349.

    13F-HR 0001172661-26-001784 filed by Sierra Legacy Group
    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 15,718 shares
    Change vs previous 13F 0 shares

    5.58% of the 13F portfolio, value $7,601,539.

    13F-HR 0001172661-26-000226 filed by Sierra Legacy Group
    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 15,718 shares
    Change vs previous 13F -100 shares

    6.02% of the 13F portfolio, value $8,141,138.

    13F-HR 0001172661-25-004472 filed by Sierra Legacy Group
    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 15,818 shares
    Change vs previous 13F -167 shares

    6.11% of the 13F portfolio, value $7,868,031.

    13F-HR 0001172661-25-003014 filed by Sierra Legacy Group
    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 15,985 shares
    Change vs previous 13F 0 shares

    5.47% of the 13F portfolio, value $6,000,609.

    13F-HR 0001172661-25-001504 filed by Sierra Legacy Group
    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 15,985 shares
    Change vs previous 13F not available

    6.2% of the 13F portfolio, value $6,737,678.

    13F-HR 0001172661-25-001182 filed by Sierra Legacy Group
    Filed (acceptance time not in the bulk data set), ingested

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