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Disclosery

Falcon Wealth Planning: DFIV position timeline

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

Falcon Wealth Planning held 1,291,418 DFIV 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 1,291,418 shares
    Change vs previous 13F +31,972 shares

    4.41% of the 13F portfolio, value $69,762,418.

    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 1,259,446 shares
    Change vs previous 13F +10,524 shares

    4.53% of the 13F portfolio, value $66,473,564.

    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 1,248,922 shares
    Change vs previous 13F +17,421 shares

    5.25% of the 13F portfolio, value $62,321,222.

    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 1,231,501 shares
    Change vs previous 13F +58,111 shares

    5.11% of the 13F portfolio, value $56,796,835.

    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 1,173,390 shares
    Change vs previous 13F -27,538 shares

    5.08% of the 13F portfolio, value $50,256,286.

    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 1,200,928 shares
    Change vs previous 13F +38,327 shares

    5.25% of the 13F portfolio, value $47,268,539.

    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 1,162,601 shares
    Change vs previous 13F +27,579 shares

    4.6% of the 13F portfolio, value $41,249,082.

    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 1,135,022 shares
    Change vs previous 13F not available

    5.08% of the 13F portfolio, value $43,221,642.

    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).