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Disclosery

Falcon Wealth Planning: JEPI position timeline

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

Falcon Wealth Planning held 22,008 JEPI 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 22,008 shares
    Change vs previous 13F -179 shares

    0.08% of the 13F portfolio, value $1,243,011.

    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 22,187 shares
    Change vs previous 13F -430 shares

    0.09% of the 13F portfolio, value $1,257,574.

    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 22,617 shares
    Change vs previous 13F +5,339 shares

    0.11% of the 13F portfolio, value $1,294,592.

    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 17,278 shares
    Change vs previous 13F +3,552 shares

    0.09% of the 13F portfolio, value $986,597.

    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 13,726 shares
    Change vs previous 13F +4,972 shares

    0.08% of the 13F portfolio, value $780,321.

    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 8,754 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $500,212.

    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).