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Disclosery

Falcon Wealth Planning: DWM position timeline

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

Falcon Wealth Planning held 40,548 DWM 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 40,548 shares
    Change vs previous 13F +28,902 shares

    0.19% of the 13F portfolio, value $2,968,699.

    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 11,646 shares
    Change vs previous 13F +45 shares

    0.06% of the 13F portfolio, value $813,913.

    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 11,601 shares
    Change vs previous 13F +110 shares

    0.07% of the 13F portfolio, value $797,651.

    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 11,491 shares
    Change vs previous 13F -151 shares

    0.07% of the 13F portfolio, value $760,938.

    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 11,642 shares
    Change vs previous 13F +115 shares

    0.07% of the 13F portfolio, value $739,957.

    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 11,527 shares
    Change vs previous 13F -2,443 shares

    0.07% of the 13F portfolio, value $670,332.

    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 13,970 shares
    Change vs previous 13F -187 shares

    0.08% of the 13F portfolio, value $736,129.

    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 14,157 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $814,858.

    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).