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Disclosery

Summa Corp.: MSFT position timeline

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

Summa Corp. held 22,948 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,948 shares
    Change vs previous 13F +227 shares

    2.69% of the 13F portfolio, value $8,560,063.

    13F-HR 0001214659-26-009701 filed by Summa Corp.
    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 22,721 shares
    Change vs previous 13F +590 shares

    3.48% of the 13F portfolio, value $8,410,633.

    13F-HR 0001214659-26-005326 filed by Summa Corp.
    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 22,131 shares
    Change vs previous 13F -745 shares

    4.59% of the 13F portfolio, value $10,702,994.

    13F-HR 0001214659-26-000679 filed by Summa Corp.
    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 22,876 shares
    Change vs previous 13F +1,118 shares

    5.21% of the 13F portfolio, value $11,848,624.

    13F-HR 0001214659-25-015365 filed by Summa Corp.
    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 21,758 shares
    Change vs previous 13F -6,308 shares

    5.62% of the 13F portfolio, value $10,822,647.

    13F-HR 0001214659-25-010906 filed by Summa Corp.
    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 28,066 shares
    Change vs previous 13F -6,240 shares

    6.09% of the 13F portfolio, value $10,535,696.

    13F-HR 0001214659-25-006133 filed by Summa Corp.
    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 34,306 shares
    Change vs previous 13F -1,112 shares

    7.09% of the 13F portfolio, value $14,459,979.

    13F-HR 0001214659-25-001191 filed by Summa Corp.
    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 35,418 shares
    Change vs previous 13F not available

    7.07% of the 13F portfolio, value $14,742,938.

    13F-HR 0001214659-24-017623 filed by Summa Corp.
    Filed (acceptance time not in the bulk data set), ingested

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