Skip to content
Disclosery

Falcon Wealth Planning: DFAE position timeline

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

Falcon Wealth Planning held 401,192 DFAE 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 401,192 shares
    Change vs previous 13F -14,554 shares

    1.02% of the 13F portfolio, value $16,131,934.

    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 415,746 shares
    Change vs previous 13F -1,356,093 shares

    0.96% of the 13F portfolio, value $14,077,147.

    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 1,771,839 shares
    Change vs previous 13F +29,726 shares

    4.86% of the 13F portfolio, value $57,708,807.

    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 1,742,113 shares
    Change vs previous 13F +57,782 shares

    4.94% of the 13F portfolio, value $54,928,822.

    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 1,684,331 shares
    Change vs previous 13F -12,422 shares

    4.93% of the 13F portfolio, value $48,761,396.

    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 1,696,753 shares
    Change vs previous 13F +185,177 shares

    4.88% of the 13F portfolio, value $43,928,928.

    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 1,511,576 shares
    Change vs previous 13F +37,744 shares

    4.27% of the 13F portfolio, value $38,348,683.

    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 1,473,832 shares
    Change vs previous 13F not available

    4.74% of the 13F portfolio, value $40,397,739.

    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).