WealthPLAN Partners, LLC

Position in MSFT — Microsoft Corp

CIK 1639943 OMAHA, NE

Position in MSFT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$5,722,126

+$526,791 QoQ

Shares Held

15,340

+9.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.62%

of 13F equity value

Holder Rank

#3,140

of 6,189 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WealthPLAN Partners, LLC holds $8,130,574 across 5 Software - Infrastructure names. MSFT ranks #1 (70.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	15,340	$5,722,126
2	ORCL	Oracle Corp	5,365	$786,240
3	PLTR	Palantir Technologies Inc.	6,737	$786,005
4	CRWD	CrowdStrike Holdings, Inc.	2,440	$465,515
5	PANW	Palo Alto Networks Inc	1,087	$370,688

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,722,126	15,340	+9.3%	Shares	Sole	2026-07-28
2026-03-31	$5,195,335	14,035	-30.8%	Shares	Sole	2026-04-29
2025-12-31	$9,806,846	20,278	-26.3%	Shares	Sole	2026-02-12
2025-09-30	$14,251,394	27,515	+42.7%	Shares	Sole	2025-10-27
2025-06-30	$9,589,069	19,278	-8.8%	Shares	Other	2025-07-28
2025-03-31	$7,936,494	21,142	+2.9%	Shares	Other	2025-05-12
2024-12-31	$8,664,353	20,556	+3.7%	Shares	Other	2025-01-30
2024-09-30	$8,531,126	19,826	-3.9%	Shares	Other	2024-11-05
2024-06-30	$9,218,790	20,626	+2.6%	Shares	Other	2024-08-09
2024-03-31	$8,457,312	20,102	-5.9%	Shares	Sole	2024-05-07
2023-12-31	$8,034,470	21,366	+4.0%	Shares	Other	2024-01-05
2023-09-30	$6,485,820	20,541	+32.0%	Shares	Other	2023-11-02
2023-06-30	$5,299,823	15,563	-20.4%	Shares	Sole	2023-07-31
2023-03-31	$5,639,147	19,560	-51.2%	Shares	Other	2023-05-10
2022-12-31	$9,602,632	40,041	-2.8%	Shares	Other	2023-02-16
2022-03-31	$12,706,071	41,212	-3.1%	Shares	Other	2022-05-03
2021-12-31	$14,307,388	42,541	-0.9%	Shares	Sole	2022-02-01
2021-09-30	$12,102,825	42,930	+2.3%	Shares	Sole	2021-12-09
2021-06-30	$11,371,298	41,976	+0.2%	Shares	Other	2021-08-19
2021-03-31	$9,878,998	41,901	-1.1%	Shares	Other	2021-05-11
2020-12-31	$9,423,490	42,368	+11.4%	Shares	Other	2021-02-09
2020-09-30	$8,000,322	38,037	+4.4%	Shares	Other	2020-12-18
2020-06-30	$7,411,833	36,420	+4.8%	Shares	Other	2020-08-19
2020-03-31	$5,481,525	34,757	—	Shares	Other	2020-05-15
No filing history on record for this holder in this stock.