Elser Financial Planning, Inc: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elser Financial Planning, Inc on MSFT, newest first. How the timeline and the estimate are built.
Elser Financial Planning, Inc held 5,109 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 5,109 sharesChange vs previous 13F -846 shares
0.08% of the 13F portfolio, value $1,905,917.
13F-HR 0002085853-26-000729 filed by Elser Financial Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,955 sharesChange vs previous 13F -81 shares
0.11% of the 13F portfolio, value $2,182,900.
13F-HR 0002085853-26-000387 filed by Elser Financial Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,036 sharesChange vs previous 13F +1,077 shares
2.11% of the 13F portfolio, value $2,919,333.
13F-HR 0001754960-26-000078 filed by Elser Financial Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,959 sharesChange vs previous 13F +118 shares
3.08% of the 13F portfolio, value $2,557,769.
13F-HR 0001754960-25-000711 filed by Elser Financial Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 4,841 sharesChange vs previous 13F +122 shares
3% of the 13F portfolio, value $2,408,163.
13F-HR/A 0001754960-25-000447 filed by Elser Financial Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,719 sharesChange vs previous 13F +109 shares
2.45% of the 13F portfolio, value $1,771,617.
13F-HR 0001754960-25-000232 filed by Elser Financial Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,610 sharesChange vs previous 13F +113 shares
0.14% of the 13F portfolio, value $1,943,163.
13F-HR 0001754960-25-000077 filed by Elser Financial Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,497 sharesChange vs previous 13F not available
2.81% of the 13F portfolio, value $1,935,108.
13F-HR 0001754960-24-000503 filed by Elser Financial Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).