SWARTHMORE GROUP INC: MSFT position timeline

SWARTHMORE GROUP INC held 4,784 MSFT shares at 2022-06-30 per its 13F-HR filed 2022-07-20.

the latest 13F is the newest step

1. period ended2022-06-30

   13F 4,784 shares

   Change vs previous 13F -42,768 shares

   0.49% of the 13F portfolio, value $1,229,000.

   13F-HR 0001062993-22-016545 filed by SWARTHMORE GROUP INC
   Filed 2022-07-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

2. period ended2022-03-31

   13F 47,552 shares

   Change vs previous 13F -270 shares

   3.74% of the 13F portfolio, value $14,661,000.

   13F-HR 0001062993-22-010012 filed by SWARTHMORE GROUP INC
   Filed 2022-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

3. period ended2021-12-31

   13F 47,822 shares

   Change vs previous 13F -1,625 shares

   3.82% of the 13F portfolio, value $16,083,000.

   13F-HR 0001062993-22-001200 filed by SWARTHMORE GROUP INC
   Filed 2022-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

4. period ended2021-09-30

   13F 49,447 shares

   Change vs previous 13F 0 shares

   3.46% of the 13F portfolio, value $13,395,000.

   13F-HR 0001062993-21-011214 filed by SWARTHMORE GROUP INC
   Filed 2021-11-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

5. period ended2021-06-30

   13F 49,447 shares

   Change vs previous 13F -1,387 shares

   3.46% of the 13F portfolio, value $13,395,000.

   13F-HR 0001062993-21-007192 filed by SWARTHMORE GROUP INC
   Filed 2021-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

6. period ended2021-03-31

   13F 50,834 shares

   Change vs previous 13F +46,809 shares

   3.28% of the 13F portfolio, value $11,985,000.

   13F-HR 0001062993-21-003875 filed by SWARTHMORE GROUP INC
   Filed 2021-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

7. period ended2020-12-31

   13F 4,025 shares

   Change vs previous 13F -47,197 shares

   3.42% of the 13F portfolio, value $895,000.

   13F-HR 0001062993-21-001003 filed by SWARTHMORE GROUP INC
   Filed 2021-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

8. period ended2020-09-30

   13F 51,222 shares

   Change vs previous 13F not available

   3.39% of the 13F portfolio, value $10,774,000.

   13F-HR 0001062993-20-005079 filed by SWARTHMORE GROUP INC
   Filed 2020-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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