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Asset Planning,Inc: MSFT position timeline

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

Asset Planning,Inc held 5,102 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,102 shares
    Change vs previous 13F -14 shares

    1.23% of the 13F portfolio, value $1,903,053.

    13F-HR 0002048547-26-000003 filed by Asset Planning,Inc
    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 5,116 shares
    Change vs previous 13F +376 shares

    1.35% of the 13F portfolio, value $1,893,864.

    13F-HR 0002048547-26-000002 filed by Asset Planning,Inc
    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 4,740 shares
    Change vs previous 13F -38 shares

    1.61% of the 13F portfolio, value $2,292,354.

    13F-HR 0002048547-26-000001 filed by Asset Planning,Inc
    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 4,778 shares
    Change vs previous 13F +3 shares

    1.79% of the 13F portfolio, value $2,474,813.

    13F-HR 0002048547-25-000007 filed by Asset Planning,Inc
    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 4,775 shares
    Change vs previous 13F +43 shares

    1.79% of the 13F portfolio, value $2,375,290.

    13F-HR 0002048547-25-000003 filed by Asset Planning,Inc
    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 4,732 shares
    Change vs previous 13F -22 shares

    1.39% of the 13F portfolio, value $1,776,495.

    13F-HR 0002048547-25-000002 filed by Asset Planning,Inc
    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 4,754 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $2,003,735.

    13F-HR 0002048547-25-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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