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Disclosery

Falcon Wealth Planning: DFAW position timeline

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

Falcon Wealth Planning held 6,075 DFAW 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 6,075 shares
    Change vs previous 13F -3,630 shares

    0.03% of the 13F portfolio, value $502,974.

    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 9,705 shares
    Change vs previous 13F -1,615 shares

    0.05% of the 13F portfolio, value $716,010.

    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 11,320 shares
    Change vs previous 13F -467 shares

    0.07% of the 13F portfolio, value $837,467.

    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 11,787 shares
    Change vs previous 13F -50 shares

    0.08% of the 13F portfolio, value $846,986.

    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 11,837 shares
    Change vs previous 13F +437 shares

    0.08% of the 13F portfolio, value $794,055.

    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 11,400 shares
    Change vs previous 13F -82 shares

    0.08% of the 13F portfolio, value $698,600.

    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 11,482 shares
    Change vs previous 13F +4,517 shares

    0.08% of the 13F portfolio, value $717,176.

    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 6,965 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $441,983.

    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).