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Disclosery

Falcon Wealth Planning: MA position timeline

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

Falcon Wealth Planning held 769 MA 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 769 shares
    Change vs previous 13F +165 shares

    0.02% of the 13F portfolio, value $395,056.

    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 604 shares
    Change vs previous 13F -184 shares

    0.02% of the 13F portfolio, value $301,890.

    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 788 shares
    Change vs previous 13F +165 shares

    0.04% of the 13F portfolio, value $449,956.

    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 623 shares
    Change vs previous 13F +24 shares

    0.03% of the 13F portfolio, value $354,369.

    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 599 shares
    Change vs previous 13F +129 shares

    0.03% of the 13F portfolio, value $336,602.

    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 470 shares
    Change vs previous 13F +53 shares

    0.03% of the 13F portfolio, value $257,616.

    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 417 shares
    Change vs previous 13F -36 shares

    0.02% of the 13F portfolio, value $219,580.

    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 453 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $223,691.

    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).