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Disclosery

Falcon Wealth Planning: BINC position timeline

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

Falcon Wealth Planning held 1,272,693 BINC 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 1,272,693 shares
    Change vs previous 13F +78,363 shares

    4.21% of the 13F portfolio, value $66,612,726.

    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 1,194,330 shares
    Change vs previous 13F +136,561 shares

    4.23% of the 13F portfolio, value $62,021,555.

    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 1,057,769 shares
    Change vs previous 13F +76,534 shares

    4.7% of the 13F portfolio, value $55,818,449.

    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 981,235 shares
    Change vs previous 13F +69,626 shares

    4.7% of the 13F portfolio, value $52,240,949.

    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 911,609 shares
    Change vs previous 13F +65,641 shares

    4.87% of the 13F portfolio, value $48,169,425.

    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 845,968 shares
    Change vs previous 13F +46,730 shares

    4.92% of the 13F portfolio, value $44,311,791.

    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 799,238 shares
    Change vs previous 13F +288,141 shares

    4.63% of the 13F portfolio, value $41,576,386.

    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 511,097 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $27,359,022.

    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).