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Disclosery

Cornerstone Planning Group LLC: MSFT position timeline

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

Cornerstone Planning Group LLC held 5,285 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,285 shares
    Change vs previous 13F -66 shares

    0.26% of the 13F portfolio, value $2,062,813.

    13F-HR 0001822587-26-000003 filed by Cornerstone Planning Group LLC
    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 5,351 shares
    Change vs previous 13F +484 shares

    0.29% of the 13F portfolio, value $2,201,246.

    13F-HR 0001822587-26-000002 filed by Cornerstone Planning Group 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 4,867 shares
    Change vs previous 13F -539 shares

    0.37% of the 13F portfolio, value $2,344,205.

    13F-HR 0001822587-26-000001 filed by Cornerstone Planning Group 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 5,406 shares
    Change vs previous 13F +799 shares

    0.46% of the 13F portfolio, value $2,842,277.

    13F-HR 0001822587-25-000005 filed by Cornerstone Planning Group 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 4,607 shares
    Change vs previous 13F +67 shares

    0.5% of the 13F portfolio, value $2,431,141.

    13F-HR 0001822587-25-000004 filed by Cornerstone Planning Group 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 4,540 shares
    Change vs previous 13F +1,917 shares

    0.41% of the 13F portfolio, value $1,699,768.

    13F-HR 0001822587-25-000002 filed by Cornerstone Planning Group 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 2,623 shares
    Change vs previous 13F -34 shares

    0.28% of the 13F portfolio, value $1,139,709.

    13F-HR 0001822587-25-000001 filed by Cornerstone Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,657 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,147,789.

    13F-HR 0001822587-24-000005 filed by Cornerstone Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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