Skip to content
Disclosery

Falcon Wealth Planning: IEMG position timeline

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

Falcon Wealth Planning held 46,561 IEMG 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 46,561 shares
    Change vs previous 13F -3,133 shares

    0.24% of the 13F portfolio, value $3,857,097.

    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 49,694 shares
    Change vs previous 13F -2,825 shares

    0.24% of the 13F portfolio, value $3,466,156.

    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 52,519 shares
    Change vs previous 13F -831 shares

    0.3% of the 13F portfolio, value $3,530,325.

    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 53,350 shares
    Change vs previous 13F -2,386 shares

    0.32% of the 13F portfolio, value $3,516,812.

    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 55,736 shares
    Change vs previous 13F -1,165 shares

    0.34% of the 13F portfolio, value $3,345,851.

    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 56,901 shares
    Change vs previous 13F -7,205 shares

    0.34% of the 13F portfolio, value $3,070,959.

    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 64,106 shares
    Change vs previous 13F +5,233 shares

    0.37% of the 13F portfolio, value $3,347,627.

    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 58,873 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,379,894.

    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).