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Disclosery

Falcon Wealth Planning: IDHQ position timeline

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

Falcon Wealth Planning held 107,492 IDHQ 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 107,492 shares
    Change vs previous 13F -3,877 shares

    0.3% of the 13F portfolio, value $4,698,488.

    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 111,369 shares
    Change vs previous 13F -6,685 shares

    0.27% of the 13F portfolio, value $3,939,123.

    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 118,054 shares
    Change vs previous 13F -3,499 shares

    0.35% of the 13F portfolio, value $4,149,590.

    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 121,553 shares
    Change vs previous 13F -4,866 shares

    0.37% of the 13F portfolio, value $4,090,258.

    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 126,419 shares
    Change vs previous 13F +47,418 shares

    0.42% of the 13F portfolio, value $4,169,299.

    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 79,001 shares
    Change vs previous 13F -10,271 shares

    0.26% of the 13F portfolio, value $2,365,290.

    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 89,272 shares
    Change vs previous 13F +38,862 shares

    0.28% of the 13F portfolio, value $2,528,190.

    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 50,410 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,601,024.

    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).