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Disclosery

USA FINANCIAL FORMULAS: MSFT position timeline

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

USA FINANCIAL FORMULAS held 225 MSFT shares at 2026-03-31 per its 13F-HR filed 2026-04-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 225 shares
    Change vs previous 13F +16 shares

    0.02% of the 13F portfolio, value $83,288.

    13F-HR 0001633716-26-000005 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 209 shares
    Change vs previous 13F -153 shares

    0.02% of the 13F portfolio, value $101,077.

    13F-HR 0001633716-26-000003 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 362 shares
    Change vs previous 13F -122 shares

    0.03% of the 13F portfolio, value $187,498.

    13F-HR 0001633716-25-000006 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 484 shares
    Change vs previous 13F +484 shares

    0.04% of the 13F portfolio, value $240,746.

    13F-HR 0001633716-25-000004 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -388 shares

    13F-HR 0001633716-25-000002 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 388 shares
    Change vs previous 13F -2,513 shares

    0.03% of the 13F portfolio, value $166,956.

    13F-HR 0001633716-24-000009 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 2,901 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,296,602.

    13F-HR 0001633716-24-000007 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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