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Disclosery

Trust Co of the South: MSFT position timeline

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

Trust Co of the South held 20,173 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-01.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,173 shares
    Change vs previous 13F +489 shares

    1.06% of the 13F portfolio, value $7,524,932.

    13F-HR 0002008165-26-000003 filed by Trust Co of the South
    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 19,684 shares
    Change vs previous 13F +151 shares

    1.17% of the 13F portfolio, value $7,286,427.

    13F-HR 0002008165-26-000002 filed by Trust Co of the South
    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 19,533 shares
    Change vs previous 13F +330 shares

    1.52% of the 13F portfolio, value $9,446,549.

    13F-HR 0002008165-26-000001 filed by Trust Co of the South
    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 19,203 shares
    Change vs previous 13F -118 shares

    1.65% of the 13F portfolio, value $9,946,194.

    13F-HR 0002008165-25-000006 filed by Trust Co of the South
    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 19,321 shares
    Change vs previous 13F +454 shares

    1.71% of the 13F portfolio, value $9,610,459.

    13F-HR 0002008165-25-000004 filed by Trust Co of the South
    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 18,867 shares
    Change vs previous 13F -544 shares

    1.48% of the 13F portfolio, value $7,082,484.

    13F-HR 0002008165-25-000003 filed by Trust Co of the South
    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 19,411 shares
    Change vs previous 13F +4,147 shares

    1.67% of the 13F portfolio, value $8,181,737.

    13F-HR 0002008165-25-000001 filed by Trust Co of the South
    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 15,264 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $6,568,100.

    13F-HR 0002008165-24-000006 filed by Trust Co of the South
    Filed (acceptance time not in the bulk data set), ingested

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