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Zuckerman Investment Group, LLC: MSFT position timeline

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

Zuckerman Investment Group, LLC held 95,711 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,711 shares
    Change vs previous 13F +12,229 shares

    3.02% of the 13F portfolio, value $35,702,098.

    13F-HR 0001423296-26-000008 filed by Zuckerman Investment Group, 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 83,482 shares
    Change vs previous 13F +14,474 shares

    2.9% of the 13F portfolio, value $30,902,668.

    13F-HR 0001423296-26-000005 filed by Zuckerman Investment Group, 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 69,008 shares
    Change vs previous 13F +1,763 shares

    2.98% of the 13F portfolio, value $33,373,616.

    13F-HR 0001423296-26-000002 filed by Zuckerman Investment Group, 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 67,245 shares
    Change vs previous 13F -1,045 shares

    3.22% of the 13F portfolio, value $34,829,370.

    13F-HR 0001423296-25-000015 filed by Zuckerman Investment Group, 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 68,290 shares
    Change vs previous 13F +2,686 shares

    3.29% of the 13F portfolio, value $33,968,336.

    13F-HR 0001423296-25-000008 filed by Zuckerman Investment Group, 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 65,604 shares
    Change vs previous 13F +186 shares

    2.64% of the 13F portfolio, value $24,626,955.

    13F-HR 0001423296-25-000004 filed by Zuckerman Investment Group, 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 65,418 shares
    Change vs previous 13F +465 shares

    2.58% of the 13F portfolio, value $26,881,529.

    13F-HR 0001423296-25-000001 filed by Zuckerman Investment Group, 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 64,953 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $27,949,158.

    13F-HR 0001423296-24-000014 filed by Zuckerman Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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