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Disclosery

Falcon Wealth Planning: FPE position timeline

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

Falcon Wealth Planning held 1,534,702 FPE 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 1,534,702 shares
    Change vs previous 13F +20,285 shares

    1.74% of the 13F portfolio, value $27,440,479.

    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 1,514,417 shares
    Change vs previous 13F +152,675 shares

    1.83% of the 13F portfolio, value $26,880,906.

    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 1,361,742 shares
    Change vs previous 13F +85,805 shares

    2.09% of the 13F portfolio, value $24,810,932.

    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 1,275,937 shares
    Change vs previous 13F +77,011 shares

    2.09% of the 13F portfolio, value $23,273,090.

    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 1,198,926 shares
    Change vs previous 13F +60,458 shares

    2.16% of the 13F portfolio, value $21,340,881.

    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 1,138,468 shares
    Change vs previous 13F +55,497 shares

    2.23% of the 13F portfolio, value $20,025,654.

    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 1,082,971 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $19,168,591.

    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).