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Disclosery

Falcon Wealth Planning: IWP position timeline

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

Falcon Wealth Planning held 151,371 IWP 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 151,371 shares
    Change vs previous 13F +5,080 shares

    1.4% of the 13F portfolio, value $22,162,175.

    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 146,291 shares
    Change vs previous 13F +17,762 shares

    1.28% of the 13F portfolio, value $18,742,841.

    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 128,529 shares
    Change vs previous 13F +4,630 shares

    1.48% of the 13F portfolio, value $17,600,774.

    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 123,899 shares
    Change vs previous 13F +4,081 shares

    1.59% of the 13F portfolio, value $17,644,526.

    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 119,818 shares
    Change vs previous 13F -10,631 shares

    1.68% of the 13F portfolio, value $16,616,310.

    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 130,449 shares
    Change vs previous 13F -27,766 shares

    1.7% of the 13F portfolio, value $15,326,490.

    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 158,215 shares
    Change vs previous 13F +1,371 shares

    2.24% of the 13F portfolio, value $20,053,710.

    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 156,844 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $18,396,195.

    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).