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Disclosery

Talbot Financial, LLC: MSFT position timeline

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

Talbot Financial, LLC held 271,136 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 271,136 shares
    Change vs previous 13F +5,329 shares

    7.44% of the 13F portfolio, value $101,139,213.

    13F-HR 0001966180-26-000004 filed by Talbot Financial, 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 265,807 shares
    Change vs previous 13F +18,040 shares

    8.27% of the 13F portfolio, value $98,393,610.

    13F-HR 0001966180-26-000003 filed by Talbot Financial, 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 247,767 shares
    Change vs previous 13F +295 shares

    9.86% of the 13F portfolio, value $119,825,052.

    13F-HR 0001966180-26-000002 filed by Talbot Financial, 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 247,472 shares
    Change vs previous 13F +7,994 shares

    10.85% of the 13F portfolio, value $128,177,999.

    13F-HR 0001966180-25-000006 filed by Talbot Financial, 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 239,478 shares
    Change vs previous 13F +32,311 shares

    11.28% of the 13F portfolio, value $119,118,841.

    13F-HR 0001966180-25-000004 filed by Talbot Financial, 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 207,167 shares
    Change vs previous 13F -687 shares

    9.74% of the 13F portfolio, value $77,768,257.

    13F-HR 0001966180-25-000003 filed by Talbot Financial, 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 207,854 shares
    Change vs previous 13F +1,214 shares

    10.42% of the 13F portfolio, value $87,610,379.

    13F-HR 0001966180-25-000001 filed by Talbot Financial, 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 206,640 shares
    Change vs previous 13F not available

    10.82% of the 13F portfolio, value $88,917,069.

    13F-HR 0001966180-24-000005 filed by Talbot Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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