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Disclosery

Smith Asset Management Co., LLC: MSFT position timeline

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

Smith Asset Management Co., LLC held 5,066 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,066 shares
    Change vs previous 13F +2,366 shares

    1.49% of the 13F portfolio, value $1,889,742.

    13F-HR 0001172661-26-002606 filed by Smith Asset Management Co., 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 2,700 shares
    Change vs previous 13F +1,834 shares

    0.86% of the 13F portfolio, value $999,473.

    13F-HR 0001172661-26-001992 filed by Smith Asset Management Co., 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 866 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $418,813.

    13F-HR 0001172661-26-001310 filed by Smith Asset Management Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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