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Disclosery

Falcon Wealth Planning: IWD position timeline

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

Falcon Wealth Planning held 1,160 IWD 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 1,160 shares
    Change vs previous 13F -44 shares

    0.02% of the 13F portfolio, value $281,148.

    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 1,204 shares
    Change vs previous 13F +45 shares

    0.02% of the 13F portfolio, value $257,325.

    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 1,159 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $243,747.

    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 1,158 shares
    Change vs previous 13F -8 shares

    0.02% of the 13F portfolio, value $235,800.

    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 1,166 shares
    Change vs previous 13F +71 shares

    0.02% of the 13F portfolio, value $226,405.

    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 1,095 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $206,053.

    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 1,095 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $202,634.

    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 1,091 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $207,104.

    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).