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Retirement Planning Group, LLC: MSFT position timeline

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

Retirement Planning Group, LLC held 53,831 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,831 shares
    Change vs previous 13F -1,179 shares

    0.51% of the 13F portfolio, value $20,080,094.

    13F-HR 0001508195-26-000004 filed by Retirement 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 55,010 shares
    Change vs previous 13F -4,105 shares

    0.63% of the 13F portfolio, value $20,362,937.

    13F-HR 0001508195-26-000002 filed by Retirement 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 59,115 shares
    Change vs previous 13F +2,584 shares

    0.94% of the 13F portfolio, value $28,589,353.

    13F-HR 0001508195-26-000001 filed by Retirement 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 56,531 shares
    Change vs previous 13F +28,875 shares

    1.02% of the 13F portfolio, value $29,280,261.

    13F-HR 0001508195-25-000004 filed by Retirement 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 27,656 shares
    Change vs previous 13F +287 shares

    0.59% of the 13F portfolio, value $13,756,315.

    13F-HR 0001085146-25-004322 filed by Retirement 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 27,369 shares
    Change vs previous 13F +3,908 shares

    0.48% of the 13F portfolio, value $10,273,872.

    13F-HR 0001085146-25-002020 filed by Retirement 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 23,461 shares
    Change vs previous 13F +1,590 shares

    0.5% of the 13F portfolio, value $9,888,835.

    13F-HR 0001085146-25-001741 filed by Retirement 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 21,871 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $9,410,916.

    13F-HR 0001085146-24-004837 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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