D.B. Root & Company, LLC: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.B. Root & Company, LLC on MSFT, newest first. How the timeline and the estimate are built.
D.B. Root & Company, LLC held 9,790 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 9,790 sharesChange vs previous 13F -50 shares
0.78% of the 13F portfolio, value $3,651,892.
13F-HR 0001731717-26-000003 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,840 sharesChange vs previous 13F -264 shares
0.87% of the 13F portfolio, value $3,642,455.
13F-HR 0001731717-26-000002 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,104 sharesChange vs previous 13F -432 shares
1.19% of the 13F portfolio, value $4,886,358.
13F-HR 0001731717-26-000001 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,536 sharesChange vs previous 13F -611 shares
1.39% of the 13F portfolio, value $5,457,338.
13F-HR 0001731717-25-000002 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,147 sharesChange vs previous 13F +372 shares
1.64% of the 13F portfolio, value $5,544,728.
13F-HR 0001172661-25-002672 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,775 sharesChange vs previous 13F -609 shares
1.31% of the 13F portfolio, value $4,044,822.
13F-HR 0001172661-25-001837 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,384 sharesChange vs previous 13F +1,046 shares
1.53% of the 13F portfolio, value $4,798,654.
13F-HR 0001172661-25-000250 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,338 sharesChange vs previous 13F not available
1.47% of the 13F portfolio, value $4,448,789.
13F-HR 0001172661-24-004425 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).