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Disclosery

SlateStone Wealth, LLC: MSFT position timeline

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

SlateStone Wealth, LLC held 96,615 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,615 shares
    Change vs previous 13F -702 shares

    2.76% of the 13F portfolio, value $36,039,000.

    13F-HR 0001764049-26-000007 filed by SlateStone Wealth, LLC
    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 97,317 shares
    Change vs previous 13F +5,737 shares

    2.97% of the 13F portfolio, value $36,024,000.

    13F-HR 0001764049-26-000005 filed by SlateStone Wealth, LLC
    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 91,580 shares
    Change vs previous 13F +1,518 shares

    3.71% of the 13F portfolio, value $44,290,000.

    13F-HR 0001764049-26-000003 filed by SlateStone Wealth, LLC
    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 90,062 shares
    Change vs previous 13F -1,867 shares

    4.04% of the 13F portfolio, value $46,647,000.

    13F-HR 0001764049-25-000012 filed by SlateStone Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 91,929 shares
    Change vs previous 13F -734 shares

    4.28% of the 13F portfolio, value $45,726,000.

    13F-HR 0001764049-25-000010 filed by SlateStone Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 92,663 shares
    Change vs previous 13F -799 shares

    3.49% of the 13F portfolio, value $34,785,000.

    13F-HR 0001764049-25-000004 filed by SlateStone Wealth, LLC
    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 93,462 shares
    Change vs previous 13F +2,235 shares

    3.86% of the 13F portfolio, value $39,394,000.

    13F-HR 0001764049-25-000002 filed by SlateStone Wealth, LLC
    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 91,227 shares
    Change vs previous 13F not available

    3.53% of the 13F portfolio, value $39,255,000.

    13F-HR 0001764049-24-000009 filed by SlateStone Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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