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Disclosery

Triad Investment Management: MSFT position timeline

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

Triad Investment Management held 6,761 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,761 shares
    Change vs previous 13F +126 shares

    4.6% of the 13F portfolio, value $3,467,717.

    13F-HR 0001615717-26-000007 filed by Triad Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,635 shares
    Change vs previous 13F +5,496 shares

    2.73% of the 13F portfolio, value $2,474,988.

    13F-HR 0001615717-26-000005 filed by Triad Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F/A 1,139 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $421,624.

    13F-HR/A 0001615717-26-000004 filed by Triad Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,139 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $550,843.

    13F-HR 0001615717-26-000002 filed by Triad Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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