Laurel Wealth Planning LLC: MSFT position timeline

Laurel Wealth Planning LLC held 726 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 726 shares

   Change vs previous 13F +65 shares

   0.12% of the 13F portfolio, value $270,813.

   13F-HR 0002063364-26-000236 filed by Laurel Wealth Planning LLC
   Filed 2026-07-30 (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 661 shares

   Change vs previous 13F +86 shares

   0.13% of the 13F portfolio, value $244,683.

   13F-HR 0002063364-26-000114 filed by Laurel Wealth Planning LLC
   Filed 2026-04-23 (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 575 shares

   Change vs previous 13F +79 shares

   0.15% of the 13F portfolio, value $278,082.

   13F-HR 0002063364-26-000014 filed by Laurel Wealth Planning LLC
   Filed 2026-01-23 (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 496 shares

   Change vs previous 13F +3 shares

   0.14% of the 13F portfolio, value $256,904.

   13F-HR 0002063364-25-000232 filed by Laurel Wealth Planning LLC
   Filed 2025-10-20 (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 493 shares

   Change vs previous 13F -75 shares

   0.14% of the 13F portfolio, value $245,224.

   13F-HR 0002063364-25-000199 filed by Laurel Wealth Planning LLC
   Filed 2025-08-08 (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 568 shares

   Change vs previous 13F 0 shares

   0.14% of the 13F portfolio, value $213,222.

   13F-HR 0002063364-25-000031 filed by Laurel Wealth Planning LLC
   Filed 2025-04-24 (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 568 shares

   Change vs previous 13F 0 shares

   0.15% of the 13F portfolio, value $239,000.

   13F-HR 0001842010-25-000002 filed by Laurel Wealth Planning LLC
   Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 568 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $244,000.

   13F-HR 0001842010-24-000010 filed by Laurel Wealth Planning LLC
   Filed 2024-10-28 (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).