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Disclosery

Falcon Wealth Planning: DFUS position timeline

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

Falcon Wealth Planning held 25,438 DFUS 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 25,438 shares
    Change vs previous 13F +1,320 shares

    0.13% of the 13F portfolio, value $2,084,414.

    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 24,118 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $1,710,207.

    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 24,117 shares
    Change vs previous 13F +29 shares

    0.15% of the 13F portfolio, value $1,788,758.

    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 24,088 shares
    Change vs previous 13F -2,117 shares

    0.16% of the 13F portfolio, value $1,744,935.

    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 26,205 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,756,259.

    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 26,205 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,584,878.

    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 26,205 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,670,569.

    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 26,205 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,629,951.

    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).