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Disclosery

Falcon Wealth Planning: IVE position timeline

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

Falcon Wealth Planning held 27,180 IVE 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 27,180 shares
    Change vs previous 13F -919 shares

    0.39% of the 13F portfolio, value $6,171,423.

    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 28,099 shares
    Change vs previous 13F -802 shares

    0.4% of the 13F portfolio, value $5,933,041.

    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 28,901 shares
    Change vs previous 13F -177 shares

    0.52% of the 13F portfolio, value $6,128,971.

    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 29,078 shares
    Change vs previous 13F -248 shares

    0.54% of the 13F portfolio, value $6,004,836.

    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 29,326 shares
    Change vs previous 13F +2,954 shares

    0.58% of the 13F portfolio, value $5,730,828.

    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 26,372 shares
    Change vs previous 13F +4,035 shares

    0.56% of the 13F portfolio, value $5,025,919.

    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 22,337 shares
    Change vs previous 13F -399 shares

    0.48% of the 13F portfolio, value $4,263,629.

    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 22,736 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $4,482,798.

    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).