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SUMMIT WEALTH & RETIREMENT PLANNING, INC.: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SUMMIT WEALTH & RETIREMENT PLANNING, INC. on MSFT, newest first. How the timeline and the estimate are built.

SUMMIT WEALTH & RETIREMENT PLANNING, INC. held 11,583 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,583 shares
    Change vs previous 13F -20 shares

    0.92% of the 13F portfolio, value $4,320,692.

    13F-HR 0001766995-26-000004 filed by SUMMIT WEALTH & RETIREMENT 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 11,603 shares
    Change vs previous 13F +529 shares

    1.02% of the 13F portfolio, value $4,295,083.

    13F-HR 0001766995-26-000003 filed by SUMMIT WEALTH & RETIREMENT 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 11,074 shares
    Change vs previous 13F +107 shares

    1.26% of the 13F portfolio, value $5,355,608.

    13F-HR 0001766995-26-000001 filed by SUMMIT WEALTH & RETIREMENT 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 10,967 shares
    Change vs previous 13F 0 shares

    1.4% of the 13F portfolio, value $5,680,358.

    13F-HR 0001766995-25-000008 filed by SUMMIT WEALTH & RETIREMENT 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 10,967 shares
    Change vs previous 13F +1,669 shares

    1.46% of the 13F portfolio, value $5,455,095.

    13F-HR 0001766995-25-000004 filed by SUMMIT WEALTH & RETIREMENT 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 9,298 shares
    Change vs previous 13F +929 shares

    1.07% of the 13F portfolio, value $3,490,376.

    13F-HR 0001766995-25-000002 filed by SUMMIT WEALTH & RETIREMENT 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 8,369 shares
    Change vs previous 13F +1,017 shares

    1.09% of the 13F portfolio, value $3,527,534.

    13F-HR 0001766995-25-000001 filed by SUMMIT WEALTH & RETIREMENT 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 7,352 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $3,163,566.

    13F-HR 0001766995-24-000008 filed by SUMMIT WEALTH & RETIREMENT PLANNING, INC.
    Filed (acceptance time not in the bulk data set), ingested

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