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Disclosery

Falcon Wealth Planning: IHDG position timeline

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

Falcon Wealth Planning held 998,941 IHDG 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 998,941 shares
    Change vs previous 13F +60,650 shares

    3.31% of the 13F portfolio, value $52,324,550.

    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 938,291 shares
    Change vs previous 13F +77,767 shares

    3.08% of the 13F portfolio, value $45,178,670.

    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 860,524 shares
    Change vs previous 13F +35,905 shares

    3.53% of the 13F portfolio, value $41,873,097.

    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 824,619 shares
    Change vs previous 13F +81,025 shares

    3.42% of the 13F portfolio, value $37,998,425.

    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 743,594 shares
    Change vs previous 13F +34,766 shares

    3.39% of the 13F portfolio, value $33,498,925.

    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 708,828 shares
    Change vs previous 13F -36,652 shares

    3.42% of the 13F portfolio, value $30,763,150.

    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 745,480 shares
    Change vs previous 13F +38,716 shares

    3.61% of the 13F portfolio, value $32,406,024.

    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 706,764 shares
    Change vs previous 13F not available

    3.79% of the 13F portfolio, value $32,299,094.

    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).