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Disclosery

Sequent Planning LLC: MSFT position timeline

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

Sequent Planning LLC held 3,814 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,814 shares
    Change vs previous 13F +81 shares

    0.3% of the 13F portfolio, value $1,422,638.

    13F-HR 0002085853-26-001012 filed by Sequent Planning 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 3,733 shares
    Change vs previous 13F +25 shares

    0.33% of the 13F portfolio, value $1,381,779.

    13F-HR 0002085853-26-000438 filed by Sequent Planning 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 3,708 shares
    Change vs previous 13F -2,206 shares

    0.46% of the 13F portfolio, value $1,793,286.

    13F-HR 0002085853-26-000205 filed by Sequent Planning 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 5,914 shares
    Change vs previous 13F +44 shares

    0.87% of the 13F portfolio, value $3,062,932.

    13F-HR 0002085853-25-000260 filed by Sequent Planning 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 5,870 shares
    Change vs previous 13F +349 shares

    0.93% of the 13F portfolio, value $2,920,194.

    13F-HR 0002009724-25-000004 filed by Sequent Planning 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 5,521 shares
    Change vs previous 13F +555 shares

    0.75% of the 13F portfolio, value $2,072,643.

    13F-HR 0001214659-25-007428 filed by Sequent Planning 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 4,966 shares
    Change vs previous 13F -75 shares

    0.77% of the 13F portfolio, value $2,093,119.

    13F-HR 0001214659-25-002407 filed by Sequent Planning 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 5,041 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,169,340.

    13F-HR 0001214659-24-019022 filed by Sequent Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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