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Disclosery

tru Independence LLC: MSFT position timeline

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

tru Independence LLC held 7,338 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,338 shares
    Change vs previous 13F -38 shares

    1.2% of the 13F portfolio, value $2,737,070.

    13F-HR 0001785445-26-000003 filed by tru Independence 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 7,376 shares
    Change vs previous 13F -8,016 shares

    1.35% of the 13F portfolio, value $2,730,540.

    13F-HR 0001785445-26-000002 filed by tru Independence 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 15,392 shares
    Change vs previous 13F +1,922 shares

    1.88% of the 13F portfolio, value $7,444,054.

    13F-HR 0001785445-26-000001 filed by tru Independence 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 13,470 shares
    Change vs previous 13F +1,852 shares

    1.81% of the 13F portfolio, value $6,976,814.

    13F-HR 0001785445-25-000011 filed by tru Independence 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 11,618 shares
    Change vs previous 13F +1,180 shares

    1.67% of the 13F portfolio, value $5,779,057.

    13F-HR 0001785445-25-000009 filed by tru Independence 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 10,438 shares
    Change vs previous 13F +13 shares

    1.22% of the 13F portfolio, value $3,918,443.

    13F-HR 0001785445-25-000005 filed by tru Independence 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 10,425 shares
    Change vs previous 13F -909 shares

    1.38% of the 13F portfolio, value $4,393,994.

    13F-HR 0001785445-25-000001 filed by tru Independence 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 11,334 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $4,876,889.

    13F-HR 0001785445-24-000008 filed by tru Independence LLC
    Filed (acceptance time not in the bulk data set), ingested

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