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Texas Capital Bank Wealth Management Services Inc: MSFT position timeline

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

Texas Capital Bank Wealth Management Services Inc held 63,007 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,007 shares
    Change vs previous 13F +1,691 shares

    1.26% of the 13F portfolio, value $23,502,716.

    13F-HR 0001802655-26-000007 filed by Texas Capital Bank Wealth Management Services 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 61,316 shares
    Change vs previous 13F +1,039 shares

    1.35% of the 13F portfolio, value $22,697,258.

    13F-HR 0001802655-26-000005 filed by Texas Capital Bank Wealth Management Services 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 60,277 shares
    Change vs previous 13F +14,489 shares

    1.68% of the 13F portfolio, value $29,151,050.

    13F-HR 0001802655-26-000002 filed by Texas Capital Bank Wealth Management Services 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 45,788 shares
    Change vs previous 13F +11,002 shares

    1.95% of the 13F portfolio, value $23,715,895.

    13F-HR 0001802655-25-000012 filed by Texas Capital Bank Wealth Management Services 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 34,786 shares
    Change vs previous 13F -420 shares

    1.62% of the 13F portfolio, value $17,303,087.

    13F-HR 0001802655-25-000006 filed by Texas Capital Bank Wealth Management Services 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 35,206 shares
    Change vs previous 13F +3,824 shares

    1.34% of the 13F portfolio, value $13,215,985.

    13F-HR 0001802655-25-000004 filed by Texas Capital Bank Wealth Management Services 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 31,382 shares
    Change vs previous 13F +355 shares

    1.35% of the 13F portfolio, value $13,227,344.

    13F-HR 0001802655-25-000002 filed by Texas Capital Bank Wealth Management Services 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 31,027 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $13,350,709.

    13F-HR 0001802655-24-000008 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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