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ASSET PLANNING SERVICES INC /LA/ /ADV: MSFT position timeline

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

ASSET PLANNING SERVICES INC /LA/ /ADV held 45,118 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,118 shares
    Change vs previous 13F -1,175 shares

    7.14% of the 13F portfolio, value $16,830,000.

    13F-HR 0000811407-26-000003 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
    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 46,293 shares
    Change vs previous 13F +70 shares

    7.51% of the 13F portfolio, value $17,136,000.

    13F-HR 0000811407-26-000002 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
    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 46,223 shares
    Change vs previous 13F -2,500 shares

    9.88% of the 13F portfolio, value $22,354,000.

    13F-HR 0000811407-26-000001 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
    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 48,723 shares
    Change vs previous 13F +145 shares

    10.63% of the 13F portfolio, value $25,236,000.

    13F-HR 0000811407-25-000006 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
    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 48,578 shares
    Change vs previous 13F -297 shares

    11.11% of the 13F portfolio, value $24,163,000.

    13F-HR 0000811407-25-000005 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
    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/A 48,875 shares
    Change vs previous 13F -290 shares

    9.33% of the 13F portfolio, value $18,347,000.

    13F-HR/A 0000811407-25-000004 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
    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 49,165 shares
    Change vs previous 13F -150 shares

    10.1% of the 13F portfolio, value $20,723,000.

    13F-HR 0000811407-25-000001 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
    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 49,315 shares
    Change vs previous 13F not available

    10.49% of the 13F portfolio, value $21,220,000.

    13F-HR 0000811407-24-000004 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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