Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,611,646
+$99,274 QoQ
Shares Held
12,363
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Financial Plan, Inc. holds $4,611,646 across 1 Software - Infrastructure name. MSFT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
12,363 | $4,611,646 |
All Filings in MSFT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,611,646 | 12,363 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,512,372 | 12,190 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,504,562 | 11,382 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||