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Disclosery

SUMMITRY LLC: MSFT position timeline

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

SUMMITRY LLC held 221,816 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 221,816 shares
    Change vs previous 13F +7,354 shares

    2.72% of the 13F portfolio, value $82,741,639.

    13F-HR 0001941040-26-000431 filed by SUMMITRY 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/A 214,462 shares
    Change vs previous 13F +60,042 shares

    2.8% of the 13F portfolio, value $79,387,539.

    13F-HR/A 0001941040-26-000383 filed by SUMMITRY 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 154,420 shares
    Change vs previous 13F +2,261 shares

    3.11% of the 13F portfolio, value $74,680,445.

    13F-HR 0001941040-26-000079 filed by SUMMITRY 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 152,159 shares
    Change vs previous 13F -948 shares

    3.33% of the 13F portfolio, value $78,810,916.

    13F-HR 0001941040-25-000598 filed by SUMMITRY 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 153,107 shares
    Change vs previous 13F +3,753 shares

    3.45% of the 13F portfolio, value $76,157,086.

    13F-HR 0001941040-25-000465 filed by SUMMITRY 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 149,354 shares
    Change vs previous 13F +7,970 shares

    2.83% of the 13F portfolio, value $56,066,031.

    13F-HR 0001085146-25-003029 filed by SUMMITRY 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 141,384 shares
    Change vs previous 13F +2,413 shares

    2.92% of the 13F portfolio, value $59,593,494.

    13F-HR 0001085146-25-001020 filed by SUMMITRY 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 138,971 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $59,799,098.

    13F-HR 0001085146-24-005408 filed by SUMMITRY LLC
    Filed (acceptance time not in the bulk data set), ingested

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