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Successful Portfolios LLC: MSFT position timeline

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

Successful Portfolios LLC held 11,570 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,570 shares
    Change vs previous 13F -2 shares

    2.8% of the 13F portfolio, value $6,068,767.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,572 shares
    Change vs previous 13F -85 shares

    2.08% of the 13F portfolio, value $4,452,542.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,657 shares
    Change vs previous 13F -608 shares

    2.34% of the 13F portfolio, value $4,253,459.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,265 shares
    Change vs previous 13F +132 shares

    3% of the 13F portfolio, value $5,878,217.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,133 shares
    Change vs previous 13F -352 shares

    3.67% of the 13F portfolio, value $6,284,086.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 12,485 shares
    Change vs previous 13F -18 shares

    3.82% of the 13F portfolio, value $6,210,224.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 12,503 shares
    Change vs previous 13F -103 shares

    3.19% of the 13F portfolio, value $4,693,510.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 12,606 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $5,313,266.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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