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Avantax Planning Partners, Inc.: MSFT position timeline

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

Avantax Planning Partners, Inc. held 50,409 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 50,409 shares
    Change vs previous 13F -1,283 shares

    0.47% of the 13F portfolio, value $18,803,535.

    13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, 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 51,692 shares
    Change vs previous 13F +10,139 shares

    0.53% of the 13F portfolio, value $19,134,958.

    13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, 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 41,553 shares
    Change vs previous 13F -4,456 shares

    0.56% of the 13F portfolio, value $20,095,852.

    13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, 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 46,009 shares
    Change vs previous 13F +3,743 shares

    0.68% of the 13F portfolio, value $23,830,157.

    13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, 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 42,266 shares
    Change vs previous 13F +1,383 shares

    0.67% of the 13F portfolio, value $21,023,508.

    13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, 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 40,883 shares
    Change vs previous 13F -3,831 shares

    0.54% of the 13F portfolio, value $15,347,185.

    13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, 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 44,714 shares
    Change vs previous 13F +626 shares

    0.68% of the 13F portfolio, value $18,846,822.

    13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
    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 44,088 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $18,971,123.

    13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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