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Disclosery

Yoffe Investment Management, LLC: MSFT position timeline

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

Yoffe Investment Management, LLC held 4,200 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,200 shares
    Change vs previous 13F 0 shares

    1.79% of the 13F portfolio, value $1,566,631.

    13F-HR 0002056336-26-000007 filed by Yoffe Investment 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 4,200 shares
    Change vs previous 13F 0 shares

    1.99% of the 13F portfolio, value $1,554,661.

    13F-HR 0002056336-26-000004 filed by Yoffe Investment 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 4,200 shares
    Change vs previous 13F 0 shares

    2.59% of the 13F portfolio, value $2,031,135.

    13F-HR 0002056336-26-000002 filed by Yoffe Investment 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 4,200 shares
    Change vs previous 13F 0 shares

    2.83% of the 13F portfolio, value $2,175,316.

    13F-HR 0002056336-25-000005 filed by Yoffe Investment 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 4,200 shares
    Change vs previous 13F +1 shares

    2.86% of the 13F portfolio, value $2,089,051.

    13F-HR 0002056336-25-000003 filed by Yoffe Investment 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 4,199 shares
    Change vs previous 13F -1 shares

    2.32% of the 13F portfolio, value $1,576,584.

    13F-HR 0001172661-25-001503 filed by Yoffe Investment 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/A 4,200 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $1,770,240.

    13F-HR/A 0001172661-25-001342 filed by Yoffe Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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