Position in MSFT
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$4,512,372
-$992,190 QoQ
Shares Held
12,190
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
12.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Financial Plan, Inc. holds $8,472,372 across 2 Software - Infrastructure names. MSFT ranks #1 (53.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
12,190 | $4,512,372 | |
| 2 | HUBC |
Hub Cyber Security Ltd.
|
40,000 | $3,960,000 |
All Filings in MSFT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||