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Disclosery

Falcon Wealth Planning: IWS position timeline

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

Falcon Wealth Planning held 32,213 IWS 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 32,213 shares
    Change vs previous 13F +6,117 shares

    0.34% of the 13F portfolio, value $5,302,338.

    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 26,096 shares
    Change vs previous 13F -585 shares

    0.26% of the 13F portfolio, value $3,803,187.

    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 26,681 shares
    Change vs previous 13F -854 shares

    0.32% of the 13F portfolio, value $3,763,411.

    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 27,535 shares
    Change vs previous 13F -959 shares

    0.35% of the 13F portfolio, value $3,845,853.

    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 28,494 shares
    Change vs previous 13F -2,474 shares

    0.38% of the 13F portfolio, value $3,765,215.

    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 30,968 shares
    Change vs previous 13F -562 shares

    0.43% of the 13F portfolio, value $3,901,093.

    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 31,530 shares
    Change vs previous 13F +552 shares

    0.45% of the 13F portfolio, value $4,078,129.

    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 30,978 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,096,818.

    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).