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Disclosery

Falcon Wealth Planning: ITOT position timeline

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

Falcon Wealth Planning held 5,313 ITOT 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 5,313 shares
    Change vs previous 13F +11 shares

    0.06% of the 13F portfolio, value $872,764.

    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 5,302 shares
    Change vs previous 13F +362 shares

    0.05% of the 13F portfolio, value $755,162.

    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 4,940 shares
    Change vs previous 13F -2 shares

    0.06% of the 13F portfolio, value $734,526.

    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 4,942 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $719,800.

    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 4,942 shares
    Change vs previous 13F +50 shares

    0.07% of the 13F portfolio, value $667,366.

    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 4,892 shares
    Change vs previous 13F -1,187 shares

    0.07% of the 13F portfolio, value $596,871.

    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 6,079 shares
    Change vs previous 13F -772 shares

    0.09% of the 13F portfolio, value $781,881.

    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 6,851 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $860,623.

    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).