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Disclosery

US Asset Management LLC: MSFT position timeline

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

US Asset Management LLC held 16,472 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,472 shares
    Change vs previous 13F +53 shares

    4.68% of the 13F portfolio, value $6,144,385.

    13F-HR 0001882673-26-000005 filed by US Asset Management 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 16,419 shares
    Change vs previous 13F -81 shares

    5.27% of the 13F portfolio, value $6,077,821.

    13F-HR 0001882673-26-000004 filed by US Asset Management 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 16,500 shares
    Change vs previous 13F -147 shares

    6.52% of the 13F portfolio, value $7,979,730.

    13F-HR 0001882673-26-000002 filed by US Asset Management 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 16,647 shares
    Change vs previous 13F -53 shares

    7.08% of the 13F portfolio, value $8,622,314.

    13F-HR 0001882673-25-000008 filed by US Asset Management 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 16,700 shares
    Change vs previous 13F -33 shares

    7.2% of the 13F portfolio, value $8,306,747.

    13F-HR 0001882673-25-000006 filed by US Asset Management 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 16,733 shares
    Change vs previous 13F -433 shares

    6% of the 13F portfolio, value $6,281,000.

    13F-HR 0001882673-25-000004 filed by US Asset Management 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 17,166 shares
    Change vs previous 13F -569 shares

    6.49% of the 13F portfolio, value $7,235,000.

    13F-HR 0001882673-25-000002 filed by US Asset Management 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 17,735 shares
    Change vs previous 13F not available

    6.66% of the 13F portfolio, value $7,541,000.

    13F-HR 0001882673-24-000011 filed by US Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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