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Disclosery

West Oak Capital, LLC: MSFT position timeline

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

West Oak Capital, LLC held 12,502 MSFT shares at 2025-09-30 per its 13F-HR filed 2025-10-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 12,502 shares
    Change vs previous 13F -385 shares

    2.57% of the 13F portfolio, value $64,754.

    13F-HR 0001140361-25-037185 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 12,887 shares
    Change vs previous 13F +188 shares

    2.51% of the 13F portfolio, value $64,101.

    13F-HR 0001140361-25-025806 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 12,699 shares
    Change vs previous 13F -450 shares

    1.84% of the 13F portfolio, value $47,671.

    13F-HR 0001140361-25-014010 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F/A 13,149 shares
    Change vs previous 13F +30 shares

    1.96% of the 13F portfolio, value $55,423.

    13F-HR/A 0001140361-25-000959 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 13,119 shares
    Change vs previous 13F -189 shares

    1.05% of the 13F portfolio, value $56,451.

    13F-HR 0001140361-24-043643 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 13,308 shares
    Change vs previous 13F +233 shares

    2.39% of the 13F portfolio, value $5,948,011.

    13F-HR 0001140361-24-034013 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 13,075 shares
    Change vs previous 13F -55 shares

    2.34% of the 13F portfolio, value $5,501,000.

    13F-HR 0001140361-24-020456 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 13,130 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $5,101,000.

    13F-HR 0001140361-24-002592 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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