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Disclosery

Falcon Wealth Planning: EEMS position timeline

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

Falcon Wealth Planning held 9,422 EEMS 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 9,422 shares
    Change vs previous 13F -127 shares

    0.05% of the 13F portfolio, value $715,005.

    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 9,549 shares
    Change vs previous 13F -1,171 shares

    0.05% of the 13F portfolio, value $660,572.

    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 10,720 shares
    Change vs previous 13F -628 shares

    0.06% of the 13F portfolio, value $723,358.

    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 11,348 shares
    Change vs previous 13F -772 shares

    0.07% of the 13F portfolio, value $770,655.

    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 12,120 shares
    Change vs previous 13F -2,992 shares

    0.08% of the 13F portfolio, value $785,983.

    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 15,112 shares
    Change vs previous 13F -955 shares

    0.09% of the 13F portfolio, value $840,357.

    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 16,067 shares
    Change vs previous 13F -298 shares

    0.1% of the 13F portfolio, value $934,132.

    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 16,365 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,043,918.

    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).