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WealthPLAN Partners, LLC: MSFT position timeline

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

WealthPLAN Partners, LLC held 15,340 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,340 shares
    Change vs previous 13F +1,305 shares

    1.09% of the 13F portfolio, value $5,722,122.

    13F-HR 0001639943-26-000004 filed by WealthPLAN Partners, 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 14,035 shares
    Change vs previous 13F -6,243 shares

    1.01% of the 13F portfolio, value $5,195,350.

    13F-HR 0001639943-26-000003 filed by WealthPLAN Partners, 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 20,278 shares
    Change vs previous 13F -7,237 shares

    1.47% of the 13F portfolio, value $9,806,986.

    13F-HR 0001639943-26-000001 filed by WealthPLAN Partners, 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 27,515 shares
    Change vs previous 13F +8,237 shares

    2.14% of the 13F portfolio, value $14,251,648.

    13F-HR 0001639943-25-000002 filed by WealthPLAN Partners, 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 19,278 shares
    Change vs previous 13F -1,864 shares

    1.54% of the 13F portfolio, value $9,589,138.

    13F-HR 0001929986-25-000005 filed by WealthPLAN Partners, 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 21,142 shares
    Change vs previous 13F +586 shares

    1.12% of the 13F portfolio, value $7,936,511.

    13F-HR 0002009530-25-000004 filed by WealthPLAN Partners, 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 20,556 shares
    Change vs previous 13F +730 shares

    1.23% of the 13F portfolio, value $8,664,187.

    13F-HR 0001929986-25-000002 filed by WealthPLAN Partners, 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 19,826 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $8,531,015.

    13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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