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Whitford Management LLC: MSFT position timeline

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

Whitford Management LLC held 6,273 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,273 shares
    Change vs previous 13F -2,232 shares

    2.09% of the 13F portfolio, value $2,340,092.

    13F-HR 0001957726-26-000004 filed by Whitford Management 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 8,505 shares
    Change vs previous 13F -5,394 shares

    3.22% of the 13F portfolio, value $3,148,130.

    13F-HR 0001957726-26-000002 filed by Whitford Management 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 13,899 shares
    Change vs previous 13F -3,648 shares

    6.84% of the 13F portfolio, value $6,721,926.

    13F-HR 0001957726-26-000001 filed by Whitford Management 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 17,547 shares
    Change vs previous 13F -2,065 shares

    9.15% of the 13F portfolio, value $9,088,632.

    13F-HR 0001957726-25-000002 filed by Whitford Management 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 19,612 shares
    Change vs previous 13F +302 shares

    10.35% of the 13F portfolio, value $9,754,959.

    13F-HR 0001085146-25-005202 filed by Whitford Management 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 19,310 shares
    Change vs previous 13F -56,305 shares

    9.28% of the 13F portfolio, value $7,248,954.

    13F-HR 0001085146-25-003187 filed by Whitford Management 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 75,615 shares
    Change vs previous 13F +64,646 shares

    9.42% of the 13F portfolio, value $31,871,646.

    13F-HR 0001085146-25-001580 filed by Whitford Management 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 10,969 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $4,719,907.

    13F-HR 0001085146-24-005762 filed by Whitford Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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