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STRATEGY ASSET MANAGERS LLC: MSFT position timeline

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

STRATEGY ASSET MANAGERS LLC held 54,960 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,960 shares
    Change vs previous 13F +472 shares

    3.06% of the 13F portfolio, value $20,501,041.

    13F-HR 0001166716-26-000005 filed by STRATEGY ASSET MANAGERS 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 54,488 shares
    Change vs previous 13F -598 shares

    3.31% of the 13F portfolio, value $20,169,789.

    13F-HR 0001166716-26-000004 filed by STRATEGY ASSET MANAGERS 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 55,086 shares
    Change vs previous 13F +4,110 shares

    4.38% of the 13F portfolio, value $26,640,552.

    13F-HR 0001166716-26-000002 filed by STRATEGY ASSET MANAGERS 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 50,976 shares
    Change vs previous 13F -1,053 shares

    4.75% of the 13F portfolio, value $26,402,984.

    13F-HR 0001166716-25-000007 filed by STRATEGY ASSET MANAGERS 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 52,029 shares
    Change vs previous 13F +867 shares

    4.83% of the 13F portfolio, value $25,879,885.

    13F-HR 0001166716-25-000004 filed by STRATEGY ASSET MANAGERS 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 51,162 shares
    Change vs previous 13F +116 shares

    3.96% of the 13F portfolio, value $19,205,695.

    13F-HR 0001166716-25-000003 filed by STRATEGY ASSET MANAGERS 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 51,046 shares
    Change vs previous 13F -74 shares

    4.17% of the 13F portfolio, value $21,515,770.

    13F-HR 0001166716-25-000002 filed by STRATEGY ASSET MANAGERS 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 51,120 shares
    Change vs previous 13F not available

    4.22% of the 13F portfolio, value $21,997,099.

    13F-HR 0001166716-24-000005 filed by STRATEGY ASSET MANAGERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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