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SOMERVILLE KURT F: MSFT position timeline

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

SOMERVILLE KURT F held 37,796 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,796 shares
    Change vs previous 13F -813 shares

    3.37% of the 13F portfolio, value $14,098,663.

    13F-HR 0001215208-26-000005 filed by SOMERVILLE KURT F
    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 38,609 shares
    Change vs previous 13F -21,446 shares

    3.77% of the 13F portfolio, value $14,291,892.

    13F-HR 0001215208-26-000002 filed by SOMERVILLE KURT F
    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 60,055 shares
    Change vs previous 13F -1,439 shares

    4.93% of the 13F portfolio, value $29,043,799.

    13F-HR 0001215208-26-000001 filed by SOMERVILLE KURT F
    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 61,494 shares
    Change vs previous 13F -2,187 shares

    5.26% of the 13F portfolio, value $31,850,817.

    13F-HR 0001215208-25-000008 filed by SOMERVILLE KURT F
    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 63,681 shares
    Change vs previous 13F -1,502 shares

    5.34% of the 13F portfolio, value $31,675,566.

    13F-HR 0001314376-25-000003 filed by SOMERVILLE KURT F
    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 65,183 shares
    Change vs previous 13F +453 shares

    4.26% of the 13F portfolio, value $24,469,047.

    13F-HR 0001215208-25-000001 filed by SOMERVILLE KURT F
    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 64,730 shares
    Change vs previous 13F -85 shares

    4.58% of the 13F portfolio, value $27,283,694.

    13F-HR 0001494234-25-000005 filed by SOMERVILLE KURT F
    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 64,815 shares
    Change vs previous 13F not available

    4.49% of the 13F portfolio, value $27,889,895.

    13F-HR 0001053914-24-000005 filed by SOMERVILLE KURT F
    Filed (acceptance time not in the bulk data set), ingested

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