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Falcon Wealth Planning: EQIX position timeline

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

Falcon Wealth Planning held 1,172 EQIX 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 1,172 shares
    Change vs previous 13F -19 shares

    0.08% of the 13F portfolio, value $1,221,681.

    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 1,191 shares
    Change vs previous 13F +721 shares

    0.08% of the 13F portfolio, value $1,167,466.

    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 470 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $360,095.

    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 466 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $364,990.

    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 463 shares
    Change vs previous 13F +9 shares

    0.04% of the 13F portfolio, value $368,303.

    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 454 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $370,169.

    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 448 shares
    Change vs previous 13F -7 shares

    0.05% of the 13F portfolio, value $422,415.

    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 455 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $403,872.

    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).