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Disclosery

Peak Planning Group, LLC: MSFT position timeline

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

Peak Planning Group, LLC held 27,395 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,395 shares
    Change vs previous 13F -446 shares

    2.31% of the 13F portfolio, value $10,218,811.

    13F-HR 0001951757-26-001241 filed by Peak Planning Group, 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 27,841 shares
    Change vs previous 13F -88 shares

    2.86% of the 13F portfolio, value $10,306,082.

    13F-HR 0001951757-26-000701 filed by Peak Planning Group, 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 27,929 shares
    Change vs previous 13F +7,190 shares

    3.79% of the 13F portfolio, value $13,507,018.

    13F-HR 0001951757-26-000428 filed by Peak Planning Group, 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 20,739 shares
    Change vs previous 13F -236 shares

    5.6% of the 13F portfolio, value $10,741,748.

    13F-HR 0001951757-26-000905 filed by Peak Planning Group, 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 20,975 shares
    Change vs previous 13F -7,068 shares

    6.67% of the 13F portfolio, value $10,433,132.

    13F-HR 0001951757-26-000923 filed by Peak Planning Group, 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 28,043 shares
    Change vs previous 13F -1,000 shares

    4.43% of the 13F portfolio, value $10,527,288.

    13F-HR 0001951757-26-000925 filed by Peak Planning Group, 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 29,043 shares
    Change vs previous 13F -45 shares

    5.1% of the 13F portfolio, value $12,241,841.

    13F-HR 0001951757-26-000904 filed by Peak Planning Group, 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 29,088 shares
    Change vs previous 13F not available

    5.49% of the 13F portfolio, value $12,516,751.

    13F-HR 0001951757-26-000926 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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