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Disclosery

Somerset Group LLC: MSFT position timeline

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

Somerset Group LLC held 14,182 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,182 shares
    Change vs previous 13F +141 shares

    3.83% of the 13F portfolio, value $5,461,489.

    13F-HR 0001062993-26-004218 filed by Somerset Group 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 14,041 shares
    Change vs previous 13F -217 shares

    4.41% of the 13F portfolio, value $5,936,395.

    13F-HR 0001062993-26-002574 filed by Somerset Group 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 14,258 shares
    Change vs previous 13F -47 shares

    5.2% of the 13F portfolio, value $6,893,316.

    13F-HR 0001062993-26-000866 filed by Somerset Group 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 14,305 shares
    Change vs previous 13F +16 shares

    5.87% of the 13F portfolio, value $7,409,275.

    13F-HR 0001062993-25-016598 filed by Somerset Group 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 14,289 shares
    Change vs previous 13F +202 shares

    6.02% of the 13F portfolio, value $7,107,491.

    13F-HR 0001062993-25-014021 filed by Somerset Group 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 14,087 shares
    Change vs previous 13F +333 shares

    4.81% of the 13F portfolio, value $5,288,119.

    13F-HR 0001062993-25-009219 filed by Somerset Group 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 13,754 shares
    Change vs previous 13F -445 shares

    5.3% of the 13F portfolio, value $5,797,311.

    13F-HR 0001062993-25-002057 filed by Somerset Group 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 14,199 shares
    Change vs previous 13F not available

    5.63% of the 13F portfolio, value $6,109,830.

    13F-HR 0001062993-24-018885 filed by Somerset Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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