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Disclosery

WEATHERLY ASSET MANAGEMENT L. P.: MSFT position timeline

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

WEATHERLY ASSET MANAGEMENT L. P. held 95,292 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,292 shares
    Change vs previous 13F -3,425 shares

    2.53% of the 13F portfolio, value $35,545,784.

    13F-HR 0000934745-26-000006 filed by WEATHERLY ASSET MANAGEMENT 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 98,717 shares
    Change vs previous 13F -42 shares

    2.96% of the 13F portfolio, value $36,541,980.

    13F-HR 0000934745-26-000004 filed by WEATHERLY ASSET MANAGEMENT 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 98,759 shares
    Change vs previous 13F -1,334 shares

    3.68% of the 13F portfolio, value $47,761,948.

    13F-HR 0000934745-26-000002 filed by WEATHERLY ASSET MANAGEMENT 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 100,093 shares
    Change vs previous 13F -1,824 shares

    4.27% of the 13F portfolio, value $51,843,263.

    13F-HR 0000934745-25-000012 filed by WEATHERLY ASSET MANAGEMENT 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 101,917 shares
    Change vs previous 13F -1,176 shares

    4.32% of the 13F portfolio, value $50,694,518.

    13F-HR 0000934745-25-000008 filed by WEATHERLY ASSET MANAGEMENT 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 103,093 shares
    Change vs previous 13F -200 shares

    3.47% of the 13F portfolio, value $38,700,135.

    13F-HR 0000934745-25-000004 filed by WEATHERLY ASSET MANAGEMENT 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 103,293 shares
    Change vs previous 13F -15 shares

    3.86% of the 13F portfolio, value $43,538,052.

    13F-HR 0000934745-25-000002 filed by WEATHERLY ASSET MANAGEMENT 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 103,308 shares
    Change vs previous 13F not available

    3.9% of the 13F portfolio, value $44,453,543.

    13F-HR 0000934745-24-000016 filed by WEATHERLY ASSET MANAGEMENT L. P.
    Filed (acceptance time not in the bulk data set), ingested

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