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Disclosery

Falcon Wealth Planning: BIL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Falcon Wealth Planning on BIL, newest first. How the timeline and the estimate are built.

Falcon Wealth Planning held 14,440 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,440 shares
    Change vs previous 13F -385 shares

    0.08% of the 13F portfolio, value $1,323,281.

    13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,825 shares
    Change vs previous 13F +1,244 shares

    0.09% of the 13F portfolio, value $1,358,609.

    13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,581 shares
    Change vs previous 13F -934 shares

    0.1% of the 13F portfolio, value $1,241,054.

    13F-HR 0002085853-26-000176 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,515 shares
    Change vs previous 13F -2,500 shares

    0.12% of the 13F portfolio, value $1,331,717.

    13F-HR 0002085853-25-000058 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,015 shares
    Change vs previous 13F -8,272 shares

    0.16% of the 13F portfolio, value $1,560,800.

    13F-HR 0001667731-25-000845 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 25,287 shares
    Change vs previous 13F -3,570 shares

    0.26% of the 13F portfolio, value $2,319,546.

    13F-HR 0001667731-25-000517 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,857 shares
    Change vs previous 13F -27,437 shares

    0.29% of the 13F portfolio, value $2,638,428.

    13F-HR 0001667731-25-000090 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 56,294 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $5,168,320.

    13F-HR 0001839850-24-000004 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).