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Disclosery

Capital Planning LLC: MSFT position timeline

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

Capital Planning LLC held 54,930 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 54,930 shares
    Change vs previous 13F +863 shares

    7.49% of the 13F portfolio, value $28,173,564.

    13F-HR 0001790688-26-000005 filed by Capital Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 54,067 shares
    Change vs previous 13F +162 shares

    5.87% of the 13F portfolio, value $20,168,093.

    13F-HR 0001790688-26-000004 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 53,905 shares
    Change vs previous 13F -1,511 shares

    6.49% of the 13F portfolio, value $19,954,090.

    13F-HR 0001790688-26-000002 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 55,416 shares
    Change vs previous 13F +354 shares

    7.34% of the 13F portfolio, value $26,208,669.

    13F-HR 0001790688-26-000001 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 55,062 shares
    Change vs previous 13F -397 shares

    8.31% of the 13F portfolio, value $28,519,547.

    13F-HR 0001790688-25-000008 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 55,459 shares
    Change vs previous 13F -12,801 shares

    8.67% of the 13F portfolio, value $27,585,753.

    13F-HR 0001790688-25-000006 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 68,260 shares
    Change vs previous 13F +2,963 shares

    7.17% of the 13F portfolio, value $25,624,089.

    13F-HR 0001790688-25-000005 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 65,297 shares
    Change vs previous 13F not available

    7.22% of the 13F portfolio, value $27,522,657.

    13F-HR 0001790688-25-000001 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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