Skip to content
Disclosery

WHALEROCK POINT PARTNERS, LLC: MSFT position timeline

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

WHALEROCK POINT PARTNERS, LLC held 71,121 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,121 shares
    Change vs previous 13F +8,517 shares

    4.52% of the 13F portfolio, value $26,529,649.

    13F-HR 0001140361-26-032663 filed by WHALEROCK POINT PARTNERS, 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 62,604 shares
    Change vs previous 13F +1,989 shares

    4.47% of the 13F portfolio, value $23,174,184.

    13F-HR 0001140361-26-021558 filed by WHALEROCK POINT PARTNERS, 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 60,615 shares
    Change vs previous 13F +3,672 shares

    5.58% of the 13F portfolio, value $29,314,670.

    13F-HR 0001140361-26-005225 filed by WHALEROCK POINT PARTNERS, 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 56,943 shares
    Change vs previous 13F -190 shares

    5.99% of the 13F portfolio, value $29,493,722.

    13F-HR 0001140361-25-041522 filed by WHALEROCK POINT PARTNERS, 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 57,133 shares
    Change vs previous 13F +993 shares

    6.14% of the 13F portfolio, value $28,418,722.

    13F-HR 0001140361-25-030709 filed by WHALEROCK POINT PARTNERS, 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 56,140 shares
    Change vs previous 13F +335 shares

    5% of the 13F portfolio, value $21,074,230.

    13F-HR 0001140361-25-019137 filed by WHALEROCK POINT PARTNERS, 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 55,805 shares
    Change vs previous 13F +389 shares

    5.47% of the 13F portfolio, value $23,521,610.

    13F-HR 0001140361-25-004625 filed by WHALEROCK POINT PARTNERS, 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 55,416 shares
    Change vs previous 13F not available

    5.67% of the 13F portfolio, value $23,845,357.

    13F-HR 0001140361-24-046418 filed by WHALEROCK POINT PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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