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Disclosery

Falcon Wealth Planning: FDX position timeline

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

Falcon Wealth Planning held 1,277 FDX 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 1,277 shares
    Change vs previous 13F -167 shares

    0.03% of the 13F portfolio, value $399,937.

    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 1,444 shares
    Change vs previous 13F -116 shares

    0.04% of the 13F portfolio, value $514,368.

    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 1,560 shares
    Change vs previous 13F +328 shares

    0.04% of the 13F portfolio, value $450,606.

    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 1,232 shares
    Change vs previous 13F +83 shares

    0.03% of the 13F portfolio, value $290,549.

    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 1,149 shares
    Change vs previous 13F -49 shares

    0.03% of the 13F portfolio, value $261,073.

    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 1,198 shares
    Change vs previous 13F +294 shares

    0.03% of the 13F portfolio, value $292,144.

    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 904 shares
    Change vs previous 13F -4 shares

    0.03% of the 13F portfolio, value $254,409.

    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 908 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $248,588.

    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).