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Disclosery

Falcon Wealth Planning: IWB position timeline

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

Falcon Wealth Planning held 2,531 IWB 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 2,531 shares
    Change vs previous 13F +5 shares

    0.07% of the 13F portfolio, value $1,036,494.

    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 2,526 shares
    Change vs previous 13F +87 shares

    0.06% of the 13F portfolio, value $900,827.

    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 2,439 shares
    Change vs previous 13F -7 shares

    0.08% of the 13F portfolio, value $910,825.

    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 2,446 shares
    Change vs previous 13F +19 shares

    0.08% of the 13F portfolio, value $894,095.

    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 2,427 shares
    Change vs previous 13F -34 shares

    0.08% of the 13F portfolio, value $824,279.

    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 2,461 shares
    Change vs previous 13F +6 shares

    0.08% of the 13F portfolio, value $754,792.

    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 2,455 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $790,809.

    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).