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TD Capital Management LLC: MSFT position timeline

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

TD Capital Management LLC held 8,636 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,636 shares
    Change vs previous 13F -185 shares

    0.26% of the 13F portfolio, value $3,221,343.

    13F-HR 0001483824-26-000004 filed by TD Capital 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 8,821 shares
    Change vs previous 13F -50 shares

    0.29% of the 13F portfolio, value $3,265,099.

    13F-HR 0001483824-26-000003 filed by TD Capital 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 8,871 shares
    Change vs previous 13F +529 shares

    0.38% of the 13F portfolio, value $4,290,408.

    13F-HR 0001483824-26-000002 filed by TD Capital 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 8,342 shares
    Change vs previous 13F -172 shares

    0.39% of the 13F portfolio, value $4,320,807.

    13F-HR 0001483824-25-000007 filed by TD Capital 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 8,514 shares
    Change vs previous 13F +995 shares

    0.4% of the 13F portfolio, value $4,234,950.

    13F-HR 0001483824-25-000004 filed by TD Capital 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 7,519 shares
    Change vs previous 13F +182 shares

    0.29% of the 13F portfolio, value $2,822,736.

    13F-HR 0001483824-25-000003 filed by TD Capital Management 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 7,337 shares
    Change vs previous 13F +95 shares

    0.31% of the 13F portfolio, value $3,092,437.

    13F-HR 0001483824-25-000002 filed by TD Capital Management 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 7,242 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,116,078.

    13F-HR 0001483824-24-000006 filed by TD Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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