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Disclosery

Falcon Wealth Planning: BNY position timeline

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

Falcon Wealth Planning held 28,805 BNY 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 28,805 shares
    Change vs previous 13F -9 shares

    0.26% of the 13F portfolio, value $4,165,539.

    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 28,814 shares
    Change vs previous 13F +31 shares

    0.23% of the 13F portfolio, value $3,418,244.

    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 28,783 shares
    Change vs previous 13F -5,969 shares

    0.28% of the 13F portfolio, value $3,341,457.

    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 34,752 shares
    Change vs previous 13F +17 shares

    0.34% of the 13F portfolio, value $3,786,614.

    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 34,735 shares
    Change vs previous 13F -812 shares

    0.32% of the 13F portfolio, value $3,164,736.

    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 35,547 shares
    Change vs previous 13F +43 shares

    0.33% of the 13F portfolio, value $2,981,355.

    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 35,504 shares
    Change vs previous 13F +3 shares

    0.3% of the 13F portfolio, value $2,727,798.

    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 35,501 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,551,126.

    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).