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Disclosery

Falcon Wealth Planning: FBND position timeline

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

Falcon Wealth Planning held 1,634,738 FBND 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 1,634,738 shares
    Change vs previous 13F +129,202 shares

    4.7% of the 13F portfolio, value $74,364,226.

    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 1,505,536 shares
    Change vs previous 13F +150,902 shares

    4.68% of the 13F portfolio, value $68,682,580.

    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 1,354,634 shares
    Change vs previous 13F +83,761 shares

    5.25% of the 13F portfolio, value $62,367,362.

    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 1,270,873 shares
    Change vs previous 13F +79,365 shares

    5.28% of the 13F portfolio, value $58,765,157.

    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 1,191,508 shares
    Change vs previous 13F +50,745 shares

    5.51% of the 13F portfolio, value $54,511,481.

    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 1,140,763 shares
    Change vs previous 13F +31,375 shares

    5.79% of the 13F portfolio, value $52,075,824.

    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 1,109,388 shares
    Change vs previous 13F +22,470 shares

    5.55% of the 13F portfolio, value $49,778,248.

    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 1,086,918 shares
    Change vs previous 13F not available

    5.97% of the 13F portfolio, value $50,802,542.

    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).