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Worthington Financial Partners, LLC: MSFT position timeline

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

Worthington Financial Partners, LLC held 7,704 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,704 shares
    Change vs previous 13F +23 shares

    3.34% of the 13F portfolio, value $3,951,464.

    13F-HR 0002111427-26-000006 filed by Worthington Financial Partners, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,681 shares
    Change vs previous 13F +1,178 shares

    2.37% of the 13F portfolio, value $2,865,109.

    13F-HR 0002111427-26-000005 filed by Worthington Financial 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 ended2026-03-31
    13F 6,503 shares
    Change vs previous 13F +217 shares

    2.07% of the 13F portfolio, value $2,407,163.

    13F-HR 0002111427-26-000004 filed by Worthington Financial 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 ended2025-12-31
    13F 6,286 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $3,039,998.

    13F-HR 0002111427-26-000002 filed by Worthington Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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