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Disclosery

Welch Group, LLC: MSFT position timeline

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

Welch Group, LLC held 219,788 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 219,788 shares
    Change vs previous 13F +5,665 shares

    2.8% of the 13F portfolio, value $81,985,404.

    13F-HR 0001443095-26-000006 filed by Welch Group, 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 214,123 shares
    Change vs previous 13F +7,442 shares

    2.98% of the 13F portfolio, value $79,261,861.

    13F-HR 0001443095-26-000004 filed by Welch Group, 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 206,681 shares
    Change vs previous 13F -368 shares

    3.85% of the 13F portfolio, value $99,955,214.

    13F-HR 0001443095-26-000001 filed by Welch Group, 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 207,049 shares
    Change vs previous 13F +2,075 shares

    4.19% of the 13F portfolio, value $107,241,060.

    13F-HR 0001443095-25-000008 filed by Welch Group, 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 204,974 shares
    Change vs previous 13F +1,077 shares

    4.26% of the 13F portfolio, value $101,956,038.

    13F-HR 0001443095-25-000007 filed by Welch Group, 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 203,897 shares
    Change vs previous 13F +2,620 shares

    3.4% of the 13F portfolio, value $77,236,190.

    13F-HR 0001443095-25-000003 filed by Welch Group, 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 201,277 shares
    Change vs previous 13F +422 shares

    3.85% of the 13F portfolio, value $85,508,639.

    13F-HR 0001443095-25-000001 filed by Welch Group, 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 200,855 shares
    Change vs previous 13F not available

    3.76% of the 13F portfolio, value $86,427,972.

    13F-HR 0001443095-24-000004 filed by Welch Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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