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Disclosery

TRUEFG, LLC: MSFT position timeline

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

TRUEFG, LLC held 2,071 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,071 shares
    Change vs previous 13F -35 shares

    0.18% of the 13F portfolio, value $772,535.

    13F-HR 0001214659-26-008631 filed by TRUEFG, 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 2,106 shares
    Change vs previous 13F +68 shares

    0.21% of the 13F portfolio, value $779,624.

    13F-HR 0001214659-26-004913 filed by TRUEFG, 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 2,038 shares
    Change vs previous 13F +822 shares

    0.26% of the 13F portfolio, value $985,629.

    13F-HR 0001214659-26-000715 filed by TRUEFG, 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 1,216 shares
    Change vs previous 13F +12 shares

    0.17% of the 13F portfolio, value $629,822.

    13F-HR 0001214659-25-016013 filed by TRUEFG, 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 1,204 shares
    Change vs previous 13F +10 shares

    0.18% of the 13F portfolio, value $598,862.

    13F-HR 0001214659-25-012296 filed by TRUEFG, 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 1,194 shares
    Change vs previous 13F -12 shares

    0.15% of the 13F portfolio, value $448,189.

    13F-HR 0001214659-25-005852 filed by TRUEFG, 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 1,206 shares
    Change vs previous 13F -116 shares

    0.17% of the 13F portfolio, value $508,283.

    13F-HR 0001214659-25-000587 filed by TRUEFG, 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 1,322 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $568,795.

    13F-HR 0001214659-24-017666 filed by TRUEFG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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