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Disclosery

ASSET PLANNING CORPORATION: MSFT position timeline

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

ASSET PLANNING CORPORATION held 3,421 MSFT shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 3,421 shares
    Change vs previous 13F +241 shares

    0.84% of the 13F portfolio, value $1,772,132.

    13F-HR 0001951757-25-001276 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 3,180 shares
    Change vs previous 13F +1 shares

    0.84% of the 13F portfolio, value $1,582,002.

    13F-HR 0001951757-25-000944 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 3,179 shares
    Change vs previous 13F -88 shares

    0.7% of the 13F portfolio, value $1,193,544.

    13F-HR 0001951757-25-000534 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 3,267 shares
    Change vs previous 13F +10 shares

    0.86% of the 13F portfolio, value $1,377,138.

    13F-HR 0001951757-25-000119 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 3,257 shares
    Change vs previous 13F +1 shares

    0.91% of the 13F portfolio, value $1,401,566.

    13F-HR 0001951757-24-001080 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 3,256 shares
    Change vs previous 13F -199 shares

    1.09% of the 13F portfolio, value $1,455,343.

    13F-HR 0001951757-24-000579 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 3,455 shares
    Change vs previous 13F +41 shares

    1.06% of the 13F portfolio, value $1,453,670.

    13F-HR 0001951757-24-000386 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 3,414 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,283,828.

    13F-HR 0001951757-24-000072 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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