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Disclosery

Falcon Wealth Planning: BUFR position timeline

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

Falcon Wealth Planning held 91,540 BUFR 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 91,540 shares
    Change vs previous 13F +3,243 shares

    0.21% of the 13F portfolio, value $3,343,956.

    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 88,297 shares
    Change vs previous 13F +5,547 shares

    0.2% of the 13F portfolio, value $2,981,790.

    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 82,750 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $2,835,015.

    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 82,750 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $2,765,505.

    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 82,750 shares
    Change vs previous 13F +200 shares

    0.27% of the 13F portfolio, value $2,631,450.

    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 82,550 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $2,450,910.

    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 82,550 shares
    Change vs previous 13F +28,368 shares

    0.28% of the 13F portfolio, value $2,515,299.

    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 54,182 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,619,500.

    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).