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Disclosery

Sterling Financial Planning, Inc.: MSFT position timeline

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

Sterling Financial Planning, Inc. held 3,276 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,276 shares
    Change vs previous 13F +1 shares

    0.33% of the 13F portfolio, value $1,221,830.

    13F-HR 0001844278-26-000004 filed by Sterling Financial Planning, 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 3,275 shares
    Change vs previous 13F -125 shares

    0.36% of the 13F portfolio, value $1,212,124.

    13F-HR 0001844278-26-000003 filed by Sterling Financial Planning, 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 3,400 shares
    Change vs previous 13F -14 shares

    0.5% of the 13F portfolio, value $1,644,402.

    13F-HR 0001844278-26-000001 filed by Sterling Financial Planning, 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 3,414 shares
    Change vs previous 13F -182 shares

    0.56% of the 13F portfolio, value $1,768,046.

    13F-HR 0001844278-25-000002 filed by Sterling Financial Planning, 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 3,596 shares
    Change vs previous 13F -92 shares

    0.6% of the 13F portfolio, value $1,788,466.

    13F-HR 0001085146-25-004184 filed by Sterling Financial Planning, 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 3,688 shares
    Change vs previous 13F -26 shares

    0.5% of the 13F portfolio, value $1,384,583.

    13F-HR 0001085146-25-002403 filed by Sterling Financial Planning, 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 3,714 shares
    Change vs previous 13F +296 shares

    0.58% of the 13F portfolio, value $1,565,530.

    13F-HR 0001085146-25-000679 filed by Sterling Financial Planning, 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 3,418 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,470,851.

    13F-HR 0001085146-24-005252 filed by Sterling Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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