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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 44,584 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-09-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,584 shares
    Change vs previous 13F +2,296 shares

    8.59% of the 13F portfolio, value $16,630,804.

    13F-HR 0001420506-26-002238 filed by CAPITAL & PLANNING, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 42,288 shares
    Change vs previous 13F +36,063 shares

    9.5% of the 13F portfolio, value $15,653,866.

    13F-HR 0001986152-26-000089 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 ended2025-12-31
    13F 6,225 shares
    Change vs previous 13F -35,459 shares

    13.94% of the 13F portfolio, value $3,010,535.

    13F-HR 0001420506-26-000360 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 ended2025-09-30
    13F 41,684 shares
    Change vs previous 13F -21 shares

    13.33% of the 13F portfolio, value $21,590,524.

    13F-HR 0001420506-25-002971 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 ended2025-06-30
    13F 41,705 shares
    Change vs previous 13F -69 shares

    14.09% of the 13F portfolio, value $20,744,315.

    13F-HR 0001420506-25-002155 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 ended2025-03-31
    13F 41,774 shares
    Change vs previous 13F +688 shares

    11.64% of the 13F portfolio, value $15,681,573.

    13F-HR 0001420506-25-001307 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 ended2024-12-31
    13F 41,086 shares
    Change vs previous 13F not available

    12.66% of the 13F portfolio, value $17,317,947.

    13F-HR 0001986152-25-000011 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).