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Disclosery

YCG, LLC: MSFT position timeline

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

YCG, LLC held 163,944 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 163,944 shares
    Change vs previous 13F -883 shares

    5.38% of the 13F portfolio, value $61,154,566.

    13F-HR 0001584801-26-000004 filed by YCG, 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 164,827 shares
    Change vs previous 13F -9,064 shares

    5.52% of the 13F portfolio, value $61,014,185.

    13F-HR 0001584801-26-000003 filed by YCG, 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 173,891 shares
    Change vs previous 13F -46,249 shares

    6.34% of the 13F portfolio, value $84,097,393.

    13F-HR 0001584801-26-000002 filed by YCG, 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 220,140 shares
    Change vs previous 13F +3,036 shares

    8.56% of the 13F portfolio, value $114,021,368.

    13F-HR 0001584801-25-000008 filed by YCG, 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 217,104 shares
    Change vs previous 13F -5,705 shares

    8.35% of the 13F portfolio, value $107,989,832.

    13F-HR 0001584801-25-000004 filed by YCG, 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 222,809 shares
    Change vs previous 13F -6,123 shares

    6.55% of the 13F portfolio, value $83,640,186.

    13F-HR 0001584801-25-000003 filed by YCG, 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 228,932 shares
    Change vs previous 13F -6,986 shares

    7.67% of the 13F portfolio, value $96,494,908.

    13F-HR 0001584801-25-000001 filed by YCG, 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 235,918 shares
    Change vs previous 13F not available

    7.84% of the 13F portfolio, value $101,515,366.

    13F-HR 0001584801-24-000006 filed by YCG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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