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Disclosery

Financial Planning Hawaii, Inc.: MSFT position timeline

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

Financial Planning Hawaii, Inc. held 19,563 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,563 shares
    Change vs previous 13F -1,058 shares

    5.43% of the 13F portfolio, value $10,034,022.

    13F-HR 0002105146-26-000004 filed by Financial Planning Hawaii, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,621 shares
    Change vs previous 13F +496 shares

    4.13% of the 13F portfolio, value $7,691,990.

    13F-HR 0002105146-26-000003 filed by Financial Planning Hawaii, Inc.
    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 20,125 shares
    Change vs previous 13F -455 shares

    4.39% of the 13F portfolio, value $7,449,512.

    13F-HR 0002105146-26-000002 filed by Financial Planning Hawaii, Inc.
    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 20,580 shares
    Change vs previous 13F not available

    5.73% of the 13F portfolio, value $9,952,742.

    13F-HR 0002105146-26-000001 filed by Financial Planning Hawaii, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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