Retirement Planning Group, LLC

Pension

Position in MSFT — Microsoft Corp

CIK 1508195 LEAWOOD, KS

Position in MSFT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$20,080,039

-$283,012 QoQ

Shares Held

53,831

-2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.77%

of 13F equity value

Holder Rank

#1,694

of 6,194 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Retirement Planning Group, LLC holds $24,012,011 across 6 Software - Infrastructure names. MSFT ranks #1 (83.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	53,831	$20,080,039
2	PLTR	Palantir Technologies Inc.	11,787	$1,375,189
3	CRWD	CrowdStrike Holdings, Inc.	5,136	$979,871
4	FTNT	Fortinet, Inc.	6,118	$939,847
5	ORCL	Oracle Corp	2,700	$395,685
6	OKTA	Okta, Inc.	1,769	$241,380

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,080,039	53,831	-2.1%	Shares	Sole	2026-08-05
2026-03-31	$20,363,051	55,010	-6.9%	Shares	Sole	2026-05-04
2025-12-31	$28,589,196	59,115	+4.6%	Shares	Sole	2026-02-03
2025-09-30	$29,280,231	56,531	+104.4%	Shares	Sole	2025-10-27
2025-06-30	$13,756,370	27,656	+1.0%	Shares	Sole	2025-07-30
2025-03-31	$10,274,048	27,369	+16.7%	Shares	Sole	2025-04-10
2024-12-31	$9,888,811	23,461	+7.3%	Shares	Sole	2025-02-18
2024-09-30	$9,411,091	21,871	+19.3%	Shares	Sole	2024-10-10
2024-06-30	$8,191,699	18,328	+15.6%	Shares	Sole	2024-07-12
2024-03-31	$6,669,674	15,853	+65.4%	Shares	Sole	2024-04-12
2023-12-31	$3,604,343	9,585	+2.8%	Shares	Sole	2024-01-16
2023-09-30	$2,945,000	9,327	-0.1%	Shares	Sole	2023-10-25
2023-06-30	$3,178,940	9,335	+1.5%	Shares	Sole	2023-07-24
2023-03-31	$2,651,206	9,196	-8.8%	Shares	Sole	2023-04-20
2022-12-31	$2,418,824	10,086	-0.0%	Shares	Sole	2023-01-19
2022-09-30	$2,349,961	10,090	+94.9%	Shares	Sole	2022-10-14
2022-06-30	$1,329,608	5,177	+6.5%	Shares	Sole	2022-07-13
2022-03-31	$1,499,003	4,862	-1.7%	Shares	Sole	2022-04-19
2021-12-31	$1,664,111	4,948	+4.1%	Shares	Sole	2022-01-20
2021-09-30	$1,339,401	4,751	-4.7%	Shares	Sole	2021-10-18
2021-06-30	$1,350,978	4,987	+2.3%	Shares	Sole	2021-07-19
2021-03-31	$1,149,378	4,875	+1.0%	Shares	Sole	2021-04-26
2020-12-31	$1,073,843	4,828	-1.4%	Shares	Sole	2021-01-27
2020-09-30	$1,030,406	4,899	+1.7%	Shares	Sole	2020-10-15
2020-06-30	$980,511	4,818	+10.5%	Shares	Sole	2020-08-06
2020-03-31	$687,931	4,362	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.