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Disclosery

Zhang Financial LLC: MSFT position timeline

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

Zhang Financial LLC held 76,072 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,072 shares
    Change vs previous 13F +2,624 shares

    0.83% of the 13F portfolio, value $28,376,477.

    13F-HR 0001776290-26-000005 filed by Zhang 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 73,448 shares
    Change vs previous 13F +5,520 shares

    0.94% of the 13F portfolio, value $27,188,132.

    13F-HR 0001776290-26-000004 filed by Zhang 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 67,928 shares
    Change vs previous 13F +4,982 shares

    1.23% of the 13F portfolio, value $32,851,060.

    13F-HR 0001776290-26-000002 filed by Zhang 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 62,946 shares
    Change vs previous 13F +790 shares

    1.32% of the 13F portfolio, value $32,602,875.

    13F-HR 0001776290-25-000006 filed by Zhang 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 62,156 shares
    Change vs previous 13F +725 shares

    1.43% of the 13F portfolio, value $30,917,189.

    13F-HR 0001776290-25-000005 filed by Zhang Financial 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 61,431 shares
    Change vs previous 13F +2,009 shares

    1.22% of the 13F portfolio, value $23,060,723.

    13F-HR 0001776290-25-000002 filed by Zhang Financial 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 59,422 shares
    Change vs previous 13F +660 shares

    1.43% of the 13F portfolio, value $25,046,290.

    13F-HR 0001776290-25-000001 filed by Zhang Financial 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 58,762 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $25,285,347.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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