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Disclosery

LifePlan Financial, LLC: MSFT position timeline

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

LifePlan Financial, LLC held 6,506 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,506 shares
    Change vs previous 13F +419 shares

    1.7% of the 13F portfolio, value $2,426,868.

    13F-HR 0001739485-26-000004 filed by LifePlan Financial, LLC
    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 6,087 shares
    Change vs previous 13F +743 shares

    1.67% of the 13F portfolio, value $2,253,225.

    13F-HR 0001739485-26-000002 filed by LifePlan Financial, LLC
    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 5,344 shares
    Change vs previous 13F -119 shares

    1.98% of the 13F portfolio, value $2,584,465.

    13F-HR 0001739485-26-000001 filed by LifePlan Financial, LLC
    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 5,463 shares
    Change vs previous 13F -169 shares

    2.24% of the 13F portfolio, value $2,829,561.

    13F-HR 0001739485-25-000006 filed by LifePlan Financial, LLC
    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 5,632 shares
    Change vs previous 13F +138 shares

    2.32% of the 13F portfolio, value $2,801,413.

    13F-HR 0001739485-25-000003 filed by LifePlan Financial, LLC
    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 5,494 shares
    Change vs previous 13F +317 shares

    1.8% of the 13F portfolio, value $2,062,393.

    13F-HR 0001739485-25-000002 filed by LifePlan Financial, LLC
    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 5,177 shares
    Change vs previous 13F -2 shares

    1.93% of the 13F portfolio, value $2,182,106.

    13F-HR 0001739485-25-000001 filed by LifePlan Financial, LLC
    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 5,179 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $2,228,524.

    13F-HR 0001841816-24-000007 filed by LifePlan Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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