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SIMS INVESTMENT MANAGEMENT, LLC: MSFT position timeline

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

SIMS INVESTMENT MANAGEMENT, LLC held 569 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 569 shares
    Change vs previous 13F -94 shares

    0.09% of the 13F portfolio, value $291,840.

    13F-HR 0002053807-26-000007 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 663 shares
    Change vs previous 13F +663 shares

    0.08% of the 13F portfolio, value $247,312.

    13F-HR 0002053807-26-000005 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,384 shares

    13F-HR 0002053807-26-000004 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-12-31
    13F 1,384 shares
    Change vs previous 13F -156 shares

    0.24% of the 13F portfolio, value $669,330.

    13F-HR 0002053807-26-000001 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F/A 1,540 shares
    Change vs previous 13F +56 shares

    0.29% of the 13F portfolio, value $797,643.

    13F-HR/A 0002053807-26-000002 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,484 shares
    Change vs previous 13F -20 shares

    0.3% of the 13F portfolio, value $738,156.

    13F-HR 0002053807-25-000004 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,504 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $564,587.

    13F-HR 0002053807-25-000002 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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