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Disclosery

Planned Solutions, Inc.: MSFT position timeline

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

Planned Solutions, Inc. held 5,652 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,652 shares
    Change vs previous 13F +299 shares

    0.61% of the 13F portfolio, value $2,108,164.

    13F-HR 0001831332-26-000003 filed by Planned Solutions, 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 5,353 shares
    Change vs previous 13F -285 shares

    0.65% of the 13F portfolio, value $1,981,377.

    13F-HR 0001831332-26-000002 filed by Planned Solutions, 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 5,638 shares
    Change vs previous 13F -42 shares

    0.88% of the 13F portfolio, value $2,726,462.

    13F-HR 0001831332-26-000001 filed by Planned Solutions, 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 5,680 shares
    Change vs previous 13F +705 shares

    1.02% of the 13F portfolio, value $2,941,755.

    13F-HR 0001831332-25-000007 filed by Planned Solutions, 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 4,975 shares
    Change vs previous 13F +172 shares

    0.95% of the 13F portfolio, value $2,474,422.

    13F-HR 0001831332-25-000004 filed by Planned Solutions, 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 4,803 shares
    Change vs previous 13F +358 shares

    0.74% of the 13F portfolio, value $1,802,879.

    13F-HR 0001831332-25-000003 filed by Planned Solutions, 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 4,445 shares
    Change vs previous 13F +2 shares

    0.77% of the 13F portfolio, value $1,873,434.

    13F-HR 0001831332-25-000002 filed by Planned Solutions, Inc.
    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 4,443 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,911,686.

    13F-HR 0001831332-24-000007 filed by Planned Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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