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Disclosery

Zega Financial, LLC: MSFT position timeline

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

Zega Financial, LLC held 34,588 MSFT shares at 2024-09-30 per its 13F-HR filed 2024-11-14.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 34,588 shares
    Change vs previous 13F +2,287 shares

    4.89% of the 13F portfolio, value $14,883,074.

    13F-HR 0001172661-24-004820 filed by Zega 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 ended2024-06-30
    13F 32,301 shares
    Change vs previous 13F +9,339 shares

    5.22% of the 13F portfolio, value $14,437,127.

    13F-HR 0001172661-24-003205 filed by Zega 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 ended2024-03-31
    13F 22,962 shares
    Change vs previous 13F -1,842 shares

    4.18% of the 13F portfolio, value $9,660,691.

    13F-HR 0001172661-24-002103 filed by Zega 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 ended2023-12-31
    13F 24,804 shares
    Change vs previous 13F not available

    3.89% of the 13F portfolio, value $9,327,226.

    13F-HR 0001172661-24-001055 filed by Zega Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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