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Disclosery

Unified Investment Management: MSFT position timeline

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

Unified Investment Management held 4,892 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,892 shares
    Change vs previous 13F +54 shares

    2.26% of the 13F portfolio, value $2,509,230.

    13F-HR 0002085853-26-001170 filed by Unified Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,838 shares
    Change vs previous 13F +195 shares

    1.68% of the 13F portfolio, value $1,804,641.

    13F-HR 0002085853-26-000871 filed by Unified 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 4,643 shares
    Change vs previous 13F +136 shares

    1.77% of the 13F portfolio, value $1,718,522.

    13F-HR 0002085853-26-000519 filed by Unified 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 4,507 shares
    Change vs previous 13F 0 shares

    2.2% of the 13F portfolio, value $2,179,769.

    13F-HR 0002085853-26-000224 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,507 shares
    Change vs previous 13F -30 shares

    2.33% of the 13F portfolio, value $2,334,357.

    13F-HR 0002085853-25-000176 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,537 shares
    Change vs previous 13F +5 shares

    2.42% of the 13F portfolio, value $2,256,587.

    13F-HR 0001667731-25-000811 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,532 shares
    Change vs previous 13F -754 shares

    2.01% of the 13F portfolio, value $1,701,424.

    13F-HR 0001667731-25-000531 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,286 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $2,228,105.

    13F-HR 0001667731-25-000211 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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