Position in MSFT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,547,353
+$170,492 QoQ
Shares Held
6,829
+6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.46%
of 13F equity value
Holder Rank
#4,178
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Fiduciary Planning LLC holds $4,648,206 across 4 Software - Infrastructure names. MSFT ranks #1 (54.8% of the industry book) .
All Filings in MSFT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,547,353 | 6,829 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,376,861 | 6,421 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,100,971 | 6,412 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,346,992 | 6,462 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,297,330 | 6,629 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,804,163 | 7,470 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $3,141,018 | 7,452 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,240,159 | 7,530 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $3,401,736 | 7,611 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,023,714 | 7,187 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,085,893 | 5,547 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,679,158 | 5,318 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,965,256 | 5,771 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,700,681 | 5,899 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,362,657 | 5,682 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $522,627 | 2,244 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $681,883 | 2,655 | Shares | Sole | 2022-09-30 | |
| 2022-03-31 | $864,192 | 2,803 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,442,476 | 4,289 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,910,824 | 10,325 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,849,326 | 10,518 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,519,574 | 14,928 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $2,837,411 | 12,757 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,591,265 | 12,320 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $2,241,052 | 11,012 | Shares | Sole | 2020-08-24 | |
| 2020-03-31 | $2,260,457 | 14,333 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||