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Disclosery

EdgeRock Capital LLC: MSFT position timeline

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

EdgeRock Capital LLC held 13,406 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,406 shares
    Change vs previous 13F +1,852 shares

    1.13% of the 13F portfolio, value $5,000,675.

    13F-HR 0001908378-26-000004 filed by EdgeRock Capital 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 11,554 shares
    Change vs previous 13F +218 shares

    1.16% of the 13F portfolio, value $4,284,942.

    13F-HR 0001908378-26-000003 filed by EdgeRock Capital 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 11,336 shares
    Change vs previous 13F +881 shares

    1.46% of the 13F portfolio, value $5,482,454.

    13F-HR 0001908378-26-000001 filed by EdgeRock Capital 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 10,455 shares
    Change vs previous 13F +925 shares

    1.51% of the 13F portfolio, value $5,415,294.

    13F-HR 0001908378-25-000008 filed by EdgeRock Capital 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 9,530 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $4,741,265.

    13F-HR 0001908378-25-000003 filed by EdgeRock Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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