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Disclosery

Root Financial Partners, LLC: MSFT position timeline

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

Root Financial Partners, LLC held 37,854 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,854 shares
    Change vs previous 13F +2,848 shares

    0.55% of the 13F portfolio, value $14,120,188.

    13F-HR 0001977181-26-000003 filed by Root Financial 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 ended2026-03-31
    13F 35,006 shares
    Change vs previous 13F +4,215 shares

    0.6% of the 13F portfolio, value $12,958,212.

    13F-HR 0001977181-26-000002 filed by Root Financial 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 ended2025-12-31
    13F 30,791 shares
    Change vs previous 13F +1,829 shares

    0.77% of the 13F portfolio, value $14,891,254.

    13F-HR 0001977181-26-000001 filed by Root Financial 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 ended2025-09-30
    13F 28,962 shares
    Change vs previous 13F +3,905 shares

    0.92% of the 13F portfolio, value $15,000,876.

    13F-HR 0001977181-25-000004 filed by Root Financial 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 ended2025-06-30
    13F 25,057 shares
    Change vs previous 13F +961 shares

    1.2% of the 13F portfolio, value $12,463,629.

    13F-HR 0001977181-25-000002 filed by Root Financial 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 ended2025-03-31
    13F 24,096 shares
    Change vs previous 13F +8,087 shares

    0.97% of the 13F portfolio, value $9,053,854.

    13F-HR 0001085146-25-002341 filed by Root Financial 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 ended2024-12-31
    13F 16,009 shares
    Change vs previous 13F +3,420 shares

    0.84% of the 13F portfolio, value $6,747,830.

    13F-HR 0001085146-25-000622 filed by Root Financial 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 ended2024-09-30
    13F 12,589 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $5,416,900.

    13F-HR 0001085146-24-005281 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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