Skip to content
Disclosery

Capital Planning Advisors, LLC: MSFT position timeline

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

Capital Planning Advisors, LLC held 45,570 MSFT shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 45,570 shares
    Change vs previous 13F -844 shares

    2.44% of the 13F portfolio, value $16,868,647.

    13F-HR 0001172661-26-001916 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 46,414 shares
    Change vs previous 13F +31 shares

    3% of the 13F portfolio, value $22,446,738.

    13F-HR 0001172661-26-000976 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 46,383 shares
    Change vs previous 13F -716 shares

    3.3% of the 13F portfolio, value $24,024,074.

    13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 47,099 shares
    Change vs previous 13F -453 shares

    3.44% of the 13F portfolio, value $23,427,513.

    13F-HR 0001172661-25-003407 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 47,552 shares
    Change vs previous 13F -462 shares

    2.76% of the 13F portfolio, value $17,850,545.

    13F-HR 0001172661-25-001696 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 48,014 shares
    Change vs previous 13F -447 shares

    3.13% of the 13F portfolio, value $20,237,901.

    13F-HR 0001172661-25-000259 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 48,461 shares
    Change vs previous 13F +1,219 shares

    3.15% of the 13F portfolio, value $20,852,768.

    13F-HR 0001172661-24-004558 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 47,242 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $21,114,844.

    13F-HR 0001172661-24-003236 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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