Skip to content
Disclosery

Falcon Wealth Planning: BND position timeline

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

Falcon Wealth Planning held 9,132 BND 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 9,132 shares
    Change vs previous 13F +1,815 shares

    0.04% of the 13F portfolio, value $670,368.

    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 7,317 shares
    Change vs previous 13F -393 shares

    0.04% of the 13F portfolio, value $538,822.

    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 7,710 shares
    Change vs previous 13F -6 shares

    0.05% of the 13F portfolio, value $571,081.

    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 7,716 shares
    Change vs previous 13F +1,076 shares

    0.05% of the 13F portfolio, value $573,842.

    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 6,640 shares
    Change vs previous 13F -401 shares

    0.05% of the 13F portfolio, value $488,886.

    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 7,041 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $517,169.

    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).