Skip to content
Disclosery

STRATEGIC PLANNING GROUP, LLC: MSFT position timeline

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

STRATEGIC PLANNING GROUP, LLC held 91,869 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,869 shares
    Change vs previous 13F +27,599 shares

    3.73% of the 13F portfolio, value $34,269,049.

    13F-HR 0001875525-26-000004 filed by STRATEGIC 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 64,270 shares
    Change vs previous 13F -2,265 shares

    3.33% of the 13F portfolio, value $23,791,134.

    13F-HR 0001875525-26-000003 filed by STRATEGIC 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 66,535 shares
    Change vs previous 13F +3,823 shares

    4.14% of the 13F portfolio, value $32,178,030.

    13F-HR 0001875525-26-000001 filed by STRATEGIC 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 62,712 shares
    Change vs previous 13F +13,389 shares

    4.39% of the 13F portfolio, value $32,481,891.

    13F-HR 0001875525-25-000002 filed by STRATEGIC 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 49,323 shares
    Change vs previous 13F +3,779 shares

    3.98% of the 13F portfolio, value $24,534,011.

    13F-HR 0001085146-25-003779 filed by STRATEGIC 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 45,544 shares
    Change vs previous 13F +5,952 shares

    3.35% of the 13F portfolio, value $17,097,135.

    13F-HR 0001085146-25-001997 filed by STRATEGIC 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 39,592 shares
    Change vs previous 13F +1,743 shares

    3.07% of the 13F portfolio, value $16,688,287.

    13F-HR 0001085146-25-000435 filed by STRATEGIC 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 37,849 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $16,286,532.

    13F-HR 0001085146-24-004940 filed by STRATEGIC PLANNING GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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