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BEACON FINANCIAL PLANNING, INC: MSFT position timeline

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

BEACON FINANCIAL PLANNING, INC held 1,645 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,645 shares
    Change vs previous 13F +132 shares

    0.21% of the 13F portfolio, value $613,665.

    13F-HR 0001951757-26-001104 filed by BEACON FINANCIAL 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 1,513 shares
    Change vs previous 13F +327 shares

    0.22% of the 13F portfolio, value $559,917.

    13F-HR 0001951757-26-000700 filed by BEACON FINANCIAL 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 1,186 shares
    Change vs previous 13F -2 shares

    0.28% of the 13F portfolio, value $573,577.

    13F-HR 0001951757-26-000272 filed by BEACON FINANCIAL 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 1,188 shares
    Change vs previous 13F -25 shares

    0.32% of the 13F portfolio, value $615,338.

    13F-HR 0001951757-25-001191 filed by BEACON FINANCIAL 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 1,213 shares
    Change vs previous 13F -8 shares

    0.34% of the 13F portfolio, value $603,444.

    13F-HR 0001951757-25-000837 filed by BEACON FINANCIAL 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 1,221 shares
    Change vs previous 13F +1 shares

    0.26% of the 13F portfolio, value $458,431.

    13F-HR 0001951757-25-000450 filed by BEACON FINANCIAL 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 1,220 shares
    Change vs previous 13F +2 shares

    0.3% of the 13F portfolio, value $514,096.

    13F-HR 0001951757-25-000132 filed by BEACON FINANCIAL PLANNING, 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 1,218 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $524,275.

    13F-HR 0001951757-24-001110 filed by BEACON FINANCIAL PLANNING, INC
    Filed (acceptance time not in the bulk data set), ingested

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