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Disclosery

Whelan Financial: MSFT position timeline

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

Whelan Financial held 12,341 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,341 shares
    Change vs previous 13F +1,053 shares

    1.25% of the 13F portfolio, value $4,603,618.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    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 11,288 shares
    Change vs previous 13F -89 shares

    1.3% of the 13F portfolio, value $4,178,319.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    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 11,377 shares
    Change vs previous 13F +314 shares

    1.72% of the 13F portfolio, value $5,502,058.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    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 11,063 shares
    Change vs previous 13F +1,769 shares

    1.82% of the 13F portfolio, value $5,730,202.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    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 9,294 shares
    Change vs previous 13F +1,110 shares

    1.67% of the 13F portfolio, value $4,622,943.

    13F-HR 0001894921-25-000003 filed by Whelan Financial
    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 8,184 shares
    Change vs previous 13F +1,391 shares

    1.19% of the 13F portfolio, value $3,072,073.

    13F-HR 0001894921-25-000002 filed by Whelan Financial
    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 6,793 shares
    Change vs previous 13F +2,707 shares

    1.13% of the 13F portfolio, value $2,863,301.

    13F-HR 0001894921-25-000001 filed by Whelan Financial
    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 4,086 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,758,356.

    13F-HR 0001894921-24-000005 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

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