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Disclosery

Falcon Wealth Planning: IWN position timeline

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

Falcon Wealth Planning held 10,575 IWN 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 10,575 shares
    Change vs previous 13F -83 shares

    0.15% of the 13F portfolio, value $2,339,179.

    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 10,658 shares
    Change vs previous 13F -2,224 shares

    0.14% of the 13F portfolio, value $2,020,631.

    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 12,882 shares
    Change vs previous 13F -317 shares

    0.2% of the 13F portfolio, value $2,334,322.

    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 13,199 shares
    Change vs previous 13F -701 shares

    0.21% of the 13F portfolio, value $2,333,677.

    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 13,900 shares
    Change vs previous 13F -642 shares

    0.22% of the 13F portfolio, value $2,192,820.

    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 14,542 shares
    Change vs previous 13F -1,103 shares

    0.24% of the 13F portfolio, value $2,195,500.

    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 15,645 shares
    Change vs previous 13F +1,105 shares

    0.29% of the 13F portfolio, value $2,568,360.

    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 14,540 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,425,488.

    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).