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Disclosery

Plan A Wealth LLC: MSFT position timeline

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

Plan A Wealth LLC held 7,187 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,187 shares
    Change vs previous 13F +121 shares

    1.32% of the 13F portfolio, value $3,686,475.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,066 shares
    Change vs previous 13F +202 shares

    1.12% of the 13F portfolio, value $2,635,820.

    13F-HR 0001172661-26-002615 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,864 shares
    Change vs previous 13F -163 shares

    1.22% of the 13F portfolio, value $2,541,023.

    13F-HR 0001172661-26-002250 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,027 shares
    Change vs previous 13F +127 shares

    1.66% of the 13F portfolio, value $3,398,321.

    13F-HR 0001172661-26-000517 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,900 shares
    Change vs previous 13F +477 shares

    1.82% of the 13F portfolio, value $3,573,707.

    13F-HR 0001172661-25-004609 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,423 shares
    Change vs previous 13F +1,317 shares

    1.81% of the 13F portfolio, value $3,194,730.

    13F-HR 0001172661-25-004608 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,106 shares
    Change vs previous 13F +965 shares

    1.49% of the 13F portfolio, value $1,916,640.

    13F-HR 0001172661-25-004607 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,141 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $1,745,637.

    13F-HR 0001172661-25-004606 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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