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Disclosery

Rosenbaum Jay D.: MSFT position timeline

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

Rosenbaum Jay D. held 596 MSFT shares at 2024-09-30 per its 13F-HR filed 2024-11-07.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 596 shares
    Change vs previous 13F -1,611 shares

    3.83% of the 13F portfolio, value $256,459.

    13F-HR 0001622820-24-000005 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 2,207 shares
    Change vs previous 13F -260 shares

    5.58% of the 13F portfolio, value $986,419.

    13F-HR 0001622820-24-000002 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 2,467 shares
    Change vs previous 13F -5,601 shares

    5.9% of the 13F portfolio, value $1,037,916.

    13F-HR 0001622820-24-000001 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 8,068 shares
    Change vs previous 13F -7,272 shares

    7.84% of the 13F portfolio, value $3,033,891.

    13F-HR 0001324022-24-000002 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 15,340 shares
    Change vs previous 13F -895 shares

    8.12% of the 13F portfolio, value $4,843,605.

    13F-HR 0001324022-23-000007 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 16,235 shares
    Change vs previous 13F -123 shares

    8.88% of the 13F portfolio, value $5,528,667.

    13F-HR 0001324022-23-000004 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 16,358 shares
    Change vs previous 13F +414 shares

    8.67% of the 13F portfolio, value $4,716,011.

    13F-HR 0001622820-23-000002 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 15,944 shares
    Change vs previous 13F not available

    8.26% of the 13F portfolio, value $3,823,690.

    13F-HR 0001622820-23-000001 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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