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Disclosery

Falcon Wealth Planning: MSFT position timeline

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

Falcon Wealth Planning held 16,025 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,025 shares
    Change vs previous 13F +435 shares

    0.38% of the 13F portfolio, value $5,977,484.

    13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
    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 15,590 shares
    Change vs previous 13F +375 shares

    0.39% of the 13F portfolio, value $5,770,957.

    13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
    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 15,215 shares
    Change vs previous 13F +2,061 shares

    0.62% of the 13F portfolio, value $7,358,397.

    13F-HR 0002085853-26-000176 filed by Falcon Wealth Planning
    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 13,154 shares
    Change vs previous 13F +944 shares

    0.61% of the 13F portfolio, value $6,813,321.

    13F-HR 0002085853-25-000058 filed by Falcon Wealth Planning
    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 12,210 shares
    Change vs previous 13F +745 shares

    0.61% of the 13F portfolio, value $6,073,349.

    13F-HR 0001667731-25-000845 filed by Falcon Wealth Planning
    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 11,465 shares
    Change vs previous 13F +687 shares

    0.48% of the 13F portfolio, value $4,303,754.

    13F-HR 0001667731-25-000517 filed by Falcon Wealth Planning
    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 10,778 shares
    Change vs previous 13F +524 shares

    0.51% of the 13F portfolio, value $4,543,037.

    13F-HR 0001667731-25-000090 filed by Falcon Wealth Planning
    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 10,254 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $4,412,087.

    13F-HR 0001839850-24-000004 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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