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Disclosery

Waterloo Capital, L.P.: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on MSFT, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 46,783 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,783 shares
    Change vs previous 13F +4,145 shares

    0.98% of the 13F portfolio, value $17,450,909.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 42,638 shares
    Change vs previous 13F -3,132 shares

    1.11% of the 13F portfolio, value $15,783,308.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 45,770 shares
    Change vs previous 13F +484 shares

    1.6% of the 13F portfolio, value $22,135,466.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 45,286 shares
    Change vs previous 13F +3,408 shares

    1.74% of the 13F portfolio, value $23,455,698.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 41,878 shares
    Change vs previous 13F +4,571 shares

    1.68% of the 13F portfolio, value $20,830,526.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 37,307 shares
    Change vs previous 13F +5,586 shares

    1.3% of the 13F portfolio, value $14,004,645.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 31,721 shares
    Change vs previous 13F +1,467 shares

    1.41% of the 13F portfolio, value $13,370,272.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 30,254 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $13,018,476.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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