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Disclosery

Adero Partners, LLC: MSFT position timeline

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

Adero Partners, LLC held 25,609 MSFT shares at 2025-03-31 per its 13F-HR filed 2025-04-17.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 25,609 shares
    Change vs previous 13F +4,484 shares

    0.63% of the 13F portfolio, value $9,613,502.

    13F-HR 0001765380-25-000145 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 21,125 shares
    Change vs previous 13F +1,108 shares

    0.57% of the 13F portfolio, value $8,904,386.

    13F-HR 0001765380-25-000013 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 20,017 shares
    Change vs previous 13F +634 shares

    0.57% of the 13F portfolio, value $8,613,416.

    13F-HR 0001765380-24-000403 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 19,383 shares
    Change vs previous 13F +260 shares

    0.63% of the 13F portfolio, value $8,663,350.

    13F-HR 0001765380-24-000244 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 19,123 shares
    Change vs previous 13F -1,410 shares

    0.61% of the 13F portfolio, value $8,045,374.

    13F-HR 0001765380-24-000170 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 20,533 shares
    Change vs previous 13F +1,295 shares

    0.66% of the 13F portfolio, value $7,721,081.

    13F-HR 0001765380-24-000070 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 19,238 shares
    Change vs previous 13F +2,423 shares

    0.59% of the 13F portfolio, value $6,074,251.

    13F-HR 0001765380-23-000249 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 16,815 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $5,726,035.

    13F-HR 0001765380-23-000127 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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