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Disclosery

VestGen Investment Management: MSFT position timeline

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

VestGen Investment Management held 4,421 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,421 shares
    Change vs previous 13F +13 shares

    0.87% of the 13F portfolio, value $1,649,121.

    13F-HR 0001511739-26-000003 filed by VestGen Investment Management
    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 4,408 shares
    Change vs previous 13F +495 shares

    0.9% of the 13F portfolio, value $1,631,870.

    13F-HR 0001511739-26-000002 filed by VestGen 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 ended2025-12-31
    13F 3,913 shares
    Change vs previous 13F +894 shares

    1.05% of the 13F portfolio, value $1,892,615.

    13F-HR 0001511739-26-000001 filed by VestGen 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 ended2025-09-30
    13F 3,019 shares
    Change vs previous 13F +553 shares

    0.94% of the 13F portfolio, value $1,563,691.

    13F-HR 0001511739-25-000007 filed by VestGen 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 ended2025-06-30
    13F 2,466 shares
    Change vs previous 13F -2,087 shares

    0.88% of the 13F portfolio, value $1,226,613.

    13F-HR 0001511739-25-000005 filed by VestGen 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 ended2025-03-31
    13F 4,553 shares
    Change vs previous 13F -2,709 shares

    1.29% of the 13F portfolio, value $1,709,151.

    13F-HR 0001511739-25-000004 filed by VestGen 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 ended2024-12-31
    13F 7,262 shares
    Change vs previous 13F +426 shares

    0.84% of the 13F portfolio, value $3,060,933.

    13F-HR 0001511739-25-000001 filed by VestGen 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 ended2024-09-30
    13F 6,836 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,941,531.

    13F-HR 0001511739-24-000004 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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