Hoxton Planning & Management, LLC: MSFT position timeline

Hoxton Planning & Management, LLC held 11,127 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 11,127 shares

   Change vs previous 13F -157 shares

   1.08% of the 13F portfolio, value $4,150,421.

   13F-HR 0001954782-26-000007 filed by Hoxton Planning & Management, LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 11,284 shares

   Change vs previous 13F -176 shares

   1.25% of the 13F portfolio, value $4,177,051.

   13F-HR 0001954782-26-000002 filed by Hoxton Planning & Management, LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 11,460 shares

   Change vs previous 13F +135 shares

   1.66% of the 13F portfolio, value $5,542,170.

   13F-HR 0001954782-26-000001 filed by Hoxton Planning & Management, LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 11,325 shares

   Change vs previous 13F +31 shares

   1.89% of the 13F portfolio, value $5,866,023.

   13F-HR 0001954782-25-000009 filed by Hoxton Planning & Management, LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 11,294 shares

   Change vs previous 13F +199 shares

   1.94% of the 13F portfolio, value $5,617,849.

   13F-HR 0001954782-25-000006 filed by Hoxton Planning & Management, LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 11,095 shares

   Change vs previous 13F -288 shares

   1.59% of the 13F portfolio, value $4,164,925.

   13F-HR 0001954782-25-000005 filed by Hoxton Planning & Management, LLC
   Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 11,383 shares

   Change vs previous 13F +377 shares

   1.83% of the 13F portfolio, value $4,797,760.

   13F-HR 0001954782-25-000008 filed by Hoxton Planning & Management, LLC
   Filed 2025-09-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

8. period ended2024-09-30

   13F 11,006 shares

   Change vs previous 13F not available

   1.83% of the 13F portfolio, value $4,736,011.

   13F-HR 0001954782-24-000005 filed by Hoxton Planning & Management, LLC
   Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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