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Disclosery

Roberts Capital Advisors, LLC: MSFT position timeline

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

Roberts Capital Advisors, LLC held 0 MSFT shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -9,326 shares

    13F-HR 0001883719-26-000001 filed by Roberts Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 9,326 shares
    Change vs previous 13F -14,451 shares

    5.37% of the 13F portfolio, value $4,830,402.

    13F-HR 0001883719-25-000008 filed by Roberts Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 23,777 shares
    Change vs previous 13F 0 shares

    8.75% of the 13F portfolio, value $11,826,918.

    13F-HR 0001883719-25-000006 filed by Roberts Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 23,777 shares
    Change vs previous 13F -6,000 shares

    7.82% of the 13F portfolio, value $8,925,648.

    13F-HR 0001883719-25-000003 filed by Roberts Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 29,777 shares
    Change vs previous 13F 0 shares

    10.51% of the 13F portfolio, value $12,551,006.

    13F-HR 0001883719-25-000002 filed by Roberts Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 29,777 shares
    Change vs previous 13F not available

    10.96% of the 13F portfolio, value $12,813,043.

    13F-HR 0001883719-24-000004 filed by Roberts Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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