Position in MSFT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,075,789
+$393,936 QoQ
Shares Held
2,884
+56.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.65%
of 13F equity value
Holder Rank
#2,938
of 3,621 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Investment Planning Advisors, Inc. holds $2,113,061 across 5 Software - Infrastructure names. MSFT ranks #1 (50.9% of the industry book) .
All Filings in MSFT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,075,789 | 2,884 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $681,853 | 1,842 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,112,809 | 2,301 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,137,936 | 2,197 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $995,317 | 2,001 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $301,062 | 802 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $233,222 | 542 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $242,246 | 542 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||