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Disclosery

Falcon Wealth Planning: GOOGL position timeline

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

Falcon Wealth Planning held 11,771 GOOGL 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 11,771 shares
    Change vs previous 13F -332 shares

    0.27% of the 13F portfolio, value $4,206,439.

    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 12,103 shares
    Change vs previous 13F +1,359 shares

    0.24% of the 13F portfolio, value $3,480,391.

    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 10,744 shares
    Change vs previous 13F +993 shares

    0.28% of the 13F portfolio, value $3,362,740.

    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 9,751 shares
    Change vs previous 13F +876 shares

    0.21% of the 13F portfolio, value $2,370,363.

    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 8,875 shares
    Change vs previous 13F -1,023 shares

    0.16% of the 13F portfolio, value $1,564,120.

    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 9,898 shares
    Change vs previous 13F +1,340 shares

    0.17% of the 13F portfolio, value $1,530,695.

    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 8,558 shares
    Change vs previous 13F +660 shares

    0.18% of the 13F portfolio, value $1,620,034.

    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 7,898 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,309,917.

    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).