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Disclosery

Taylor Financial Group, Inc.: MSFT position timeline

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

Taylor Financial Group, Inc. held 7,449 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,449 shares
    Change vs previous 13F +7 shares

    1.53% of the 13F portfolio, value $2,778,626.

    13F-HR 0001172661-26-002782 filed by Taylor Financial Group, Inc.
    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 7,442 shares
    Change vs previous 13F -38 shares

    1.67% of the 13F portfolio, value $2,754,805.

    13F-HR 0001172661-26-001849 filed by Taylor Financial Group, Inc.
    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 7,480 shares
    Change vs previous 13F -117 shares

    2.13% of the 13F portfolio, value $3,617,478.

    13F-HR 0001172661-26-000508 filed by Taylor Financial Group, Inc.
    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 7,597 shares
    Change vs previous 13F 0 shares

    2.26% of the 13F portfolio, value $3,934,866.

    13F-HR 0001172661-25-004521 filed by Taylor Financial Group, Inc.
    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 7,597 shares
    Change vs previous 13F -70 shares

    2.36% of the 13F portfolio, value $3,778,824.

    13F-HR 0001172661-25-002842 filed by Taylor Financial Group, Inc.
    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 7,667 shares
    Change vs previous 13F +468 shares

    2% of the 13F portfolio, value $2,878,115.

    13F-HR 0001172661-25-001677 filed by Taylor Financial Group, Inc.
    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 7,199 shares
    Change vs previous 13F 0 shares

    2.1% of the 13F portfolio, value $3,034,379.

    13F-HR 0001172661-25-000633 filed by Taylor Financial Group, Inc.
    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 7,199 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $3,097,730.

    13F-HR 0001172661-24-004565 filed by Taylor Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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