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Disclosery

Williams Financial, LLC: MSFT position timeline

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

Williams Financial, LLC held 775 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 775 shares
    Change vs previous 13F -90 shares

    0.15% of the 13F portfolio, value $289,161.

    13F-HR 0001214659-26-008749 filed by Williams Financial, 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 865 shares
    Change vs previous 13F +7 shares

    0.19% of the 13F portfolio, value $320,227.

    13F-HR 0001214659-26-005070 filed by Williams Financial, 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 858 shares
    Change vs previous 13F +21 shares

    0.24% of the 13F portfolio, value $414,772.

    13F-HR 0001214659-26-001066 filed by Williams Financial, 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 837 shares
    Change vs previous 13F +129 shares

    0.45% of the 13F portfolio, value $433,271.

    13F-HR 0001214659-25-015285 filed by Williams Financial, 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 708 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $352,166.

    13F-HR 0001214659-25-010315 filed by Williams Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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