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Sulzberger Capital Advisors, Inc.: MSFT position timeline

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

Sulzberger Capital Advisors, Inc. held 10,378 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,378 shares
    Change vs previous 13F -667 shares

    3.78% of the 13F portfolio, value $3,871,355.

    13F-HR 0001172661-26-002666 filed by Sulzberger Capital Advisors, Inc.
    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 11,045 shares
    Change vs previous 13F -181 shares

    4.17% of the 13F portfolio, value $4,088,744.

    13F-HR 0001172661-26-001442 filed by Sulzberger Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 11,226 shares
    Change vs previous 13F +201 shares

    5.48% of the 13F portfolio, value $5,428,995.

    13F-HR 0001172661-26-000025 filed by Sulzberger Capital Advisors, Inc.
    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 11,025 shares
    Change vs previous 13F -32 shares

    6.37% of the 13F portfolio, value $5,710,592.

    13F-HR 0001172661-25-005219 filed by Sulzberger Capital Advisors, Inc.
    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 11,057 shares
    Change vs previous 13F -284 shares

    6.44% of the 13F portfolio, value $5,500,227.

    13F-HR 0001172661-25-002902 filed by Sulzberger Capital Advisors, Inc.
    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 11,341 shares
    Change vs previous 13F -1,788 shares

    5.6% of the 13F portfolio, value $4,257,667.

    13F-HR 0001172661-25-001486 filed by Sulzberger Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 13,129 shares
    Change vs previous 13F not available

    6.32% of the 13F portfolio, value $5,534,227.

    13F-HR 0001172661-25-001242 filed by Sulzberger Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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