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Disclosery

Falcon Wealth Planning: IJT position timeline

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

Falcon Wealth Planning held 182,834 IJT 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 182,834 shares
    Change vs previous 13F +4,302 shares

    2.07% of the 13F portfolio, value $32,654,151.

    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 178,532 shares
    Change vs previous 13F +10,478 shares

    1.76% of the 13F portfolio, value $25,835,418.

    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 168,054 shares
    Change vs previous 13F +5,349 shares

    2% of the 13F portfolio, value $23,722,469.

    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 162,705 shares
    Change vs previous 13F +8,461 shares

    2.07% of the 13F portfolio, value $23,022,802.

    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 154,244 shares
    Change vs previous 13F -1,195 shares

    2.07% of the 13F portfolio, value $20,520,577.

    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 155,439 shares
    Change vs previous 13F -76,252 shares

    2.15% of the 13F portfolio, value $19,352,211.

    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 231,691 shares
    Change vs previous 13F +8,802 shares

    3.5% of the 13F portfolio, value $31,364,014.

    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 222,889 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $31,090,750.

    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).