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Sterling Financial Group, Inc.: MSFT position timeline

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

Sterling Financial Group, Inc. held 4,007 MSFT shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 4,007 shares
    Change vs previous 13F -143 shares

    0.66% of the 13F portfolio, value $2,075,599.

    13F-HR 0001991301-25-000008 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 4,150 shares
    Change vs previous 13F -1,337 shares

    0.69% of the 13F portfolio, value $2,064,402.

    13F-HR 0001991301-25-000004 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 5,487 shares
    Change vs previous 13F +1,339 shares

    0.74% of the 13F portfolio, value $2,059,865.

    13F-HR 0001991301-25-000003 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 4,148 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,748,476.

    13F-HR 0001991301-25-000001 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 4,148 shares
    Change vs previous 13F -28 shares

    0.76% of the 13F portfolio, value $1,784,964.

    13F-HR 0001991301-24-000007 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 4,176 shares
    Change vs previous 13F +29 shares

    0.85% of the 13F portfolio, value $1,866,530.

    13F-HR 0001991301-24-000005 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 4,147 shares
    Change vs previous 13F +338 shares

    0.83% of the 13F portfolio, value $1,744,775.

    13F-HR 0001991301-24-000004 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 3,809 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,432,366.

    13F-HR 0001991301-24-000002 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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