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Peak Retirement Planning, Inc.: MSFT position timeline

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

Peak Retirement Planning, Inc. held 16,684 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,684 shares
    Change vs previous 13F +3,997 shares

    0.99% of the 13F portfolio, value $6,223,296.

    13F-HR 0002056697-26-000003 filed by Peak Retirement Planning, Inc.
    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 12,687 shares
    Change vs previous 13F +2,544 shares

    0.94% of the 13F portfolio, value $4,696,324.

    13F-HR 0002056697-26-000002 filed by Peak Retirement Planning, Inc.
    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 10,143 shares
    Change vs previous 13F +2,560 shares

    1.15% of the 13F portfolio, value $4,905,378.

    13F-HR 0002056697-26-000001 filed by Peak Retirement Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 7,583 shares
    Change vs previous 13F +1,355 shares

    1.11% of the 13F portfolio, value $3,927,803.

    13F-HR 0002056697-25-000006 filed by Peak Retirement Planning, Inc.
    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 6,228 shares
    Change vs previous 13F +678 shares

    1.25% of the 13F portfolio, value $3,097,775.

    13F-HR 0002056697-25-000005 filed by Peak Retirement Planning, Inc.
    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 5,550 shares
    Change vs previous 13F +1,084 shares

    1.16% of the 13F portfolio, value $2,083,462.

    13F-HR 0002056697-25-000004 filed by Peak Retirement Planning, Inc.
    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 4,466 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $1,889,590.

    13F-HR 0002056697-25-000001 filed by Peak Retirement Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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