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Disclosery

Falcon Wealth Planning: FBTC position timeline

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

Falcon Wealth Planning held 13,502 FBTC 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 13,502 shares
    Change vs previous 13F +508 shares

    0.04% of the 13F portfolio, value $689,256.

    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 12,994 shares
    Change vs previous 13F +1,316 shares

    0.05% of the 13F portfolio, value $767,040.

    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 11,678 shares
    Change vs previous 13F +686 shares

    0.07% of the 13F portfolio, value $890,208.

    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 10,992 shares
    Change vs previous 13F +1,160 shares

    0.1% of the 13F portfolio, value $1,097,104.

    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 9,832 shares
    Change vs previous 13F +339 shares

    0.09% of the 13F portfolio, value $924,150.

    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 9,493 shares
    Change vs previous 13F +1,935 shares

    0.08% of the 13F portfolio, value $683,242.

    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 7,558 shares
    Change vs previous 13F +1,793 shares

    0.07% of the 13F portfolio, value $616,573.

    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 5,765 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $320,131.

    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).