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SWP Investment Management LLC: MSFT position timeline

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

SWP Investment Management LLC held 21,041 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,041 shares
    Change vs previous 13F +780 shares

    5.42% of the 13F portfolio, value $7,848,714.

    13F-HR 0002098300-26-000008 filed by SWP Investment Management 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 20,261 shares
    Change vs previous 13F +5,740 shares

    5.6% of the 13F portfolio, value $7,500,014.

    13F-HR 0002098300-26-000005 filed by SWP Investment Management 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 14,521 shares
    Change vs previous 13F +998 shares

    5.09% of the 13F portfolio, value $7,022,646.

    13F-HR 0002098300-26-000004 filed by SWP Investment Management 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 13,523 shares
    Change vs previous 13F +986 shares

    6.89% of the 13F portfolio, value $7,004,238.

    13F-HR 0002098300-26-000003 filed by SWP Investment Management 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 12,537 shares
    Change vs previous 13F +111 shares

    7.38% of the 13F portfolio, value $6,236,029.

    13F-HR 0002098300-26-000007 filed by SWP Investment Management 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 12,426 shares
    Change vs previous 13F not available

    5.82% of the 13F portfolio, value $4,664,596.

    13F-HR 0002098300-26-000001 filed by SWP Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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