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Disclosery

Plancorp, LLC: MSFT position timeline

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

Plancorp, LLC held 34,594 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,594 shares
    Change vs previous 13F +662 shares

    0.33% of the 13F portfolio, value $13,526,022.

    13F-HR 0001754960-26-000517 filed by Plancorp, 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 33,932 shares
    Change vs previous 13F -1,098 shares

    0.36% of the 13F portfolio, value $12,584,467.

    13F-HR 0001754960-26-000252 filed by Plancorp, 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 35,030 shares
    Change vs previous 13F -667 shares

    0.51% of the 13F portfolio, value $16,941,361.

    13F-HR 0001754960-26-000156 filed by Plancorp, 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 35,697 shares
    Change vs previous 13F -2,389 shares

    0.58% of the 13F portfolio, value $18,489,055.

    13F-HR 0001754960-25-000672 filed by Plancorp, 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 38,086 shares
    Change vs previous 13F +1,112 shares

    0.66% of the 13F portfolio, value $18,944,436.

    13F-HR 0001754960-25-000402 filed by Plancorp, 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 36,974 shares
    Change vs previous 13F +2,409 shares

    0.55% of the 13F portfolio, value $13,879,547.

    13F-HR 0001879202-25-000022 filed by Plancorp, 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 34,565 shares
    Change vs previous 13F +1,536 shares

    0.6% of the 13F portfolio, value $14,569,068.

    13F-HR 0001879202-25-000003 filed by Plancorp, 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 33,029 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $14,212,343.

    13F-HR 0001879202-24-000057 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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