Trinity Legacy Partners, LLC: MSFT position timeline

Trinity Legacy Partners, LLC held 28,022 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 28,022 shares

   Change vs previous 13F +2,546 shares

   2.25% of the 13F portfolio, value $11,239,599.

   13F-HR 0001214659-26-008905 filed by Trinity Legacy Partners, LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 25,476 shares

   Change vs previous 13F +6,734 shares

   2.17% of the 13F portfolio, value $10,014,890.

   13F-HR 0001214659-26-004719 filed by Trinity Legacy Partners, LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 18,742 shares

   Change vs previous 13F +110 shares

   2.08% of the 13F portfolio, value $9,063,980.

   13F-HR 0001214659-26-000809 filed by Trinity Legacy Partners, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 18,632 shares

   Change vs previous 13F +73 shares

   2.22% of the 13F portfolio, value $9,647,859.

   13F-HR 0001214659-25-015825 filed by Trinity Legacy Partners, LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 18,559 shares

   Change vs previous 13F -63 shares

   2.28% of the 13F portfolio, value $9,383,984.

   13F-HR 0001214659-25-010675 filed by Trinity Legacy Partners, LLC
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 18,622 shares

   Change vs previous 13F +953 shares

   2.12% of the 13F portfolio, value $8,363,706.

   13F-HR 0001214659-25-007587 filed by Trinity Legacy Partners, LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 17,669 shares

   Change vs previous 13F +416 shares

   1.92% of the 13F portfolio, value $7,447,400.

   13F-HR 0001214659-25-001704 filed by Trinity Legacy Partners, LLC
   Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 17,253 shares

   Change vs previous 13F not available

   1.86% of the 13F portfolio, value $7,231,257.

   13F-HR 0001214659-24-018161 filed by Trinity Legacy Partners, LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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