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Disclosery

Falcon Wealth Planning: META position timeline

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

Falcon Wealth Planning held 5,355 META 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 5,355 shares
    Change vs previous 13F -271 shares

    0.19% of the 13F portfolio, value $3,016,245.

    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 5,626 shares
    Change vs previous 13F +89 shares

    0.22% of the 13F portfolio, value $3,219,119.

    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 5,537 shares
    Change vs previous 13F +541 shares

    0.31% of the 13F portfolio, value $3,654,905.

    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 4,996 shares
    Change vs previous 13F +239 shares

    0.33% of the 13F portfolio, value $3,668,808.

    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 4,757 shares
    Change vs previous 13F +387 shares

    0.35% of the 13F portfolio, value $3,510,860.

    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 4,370 shares
    Change vs previous 13F +169 shares

    0.28% of the 13F portfolio, value $2,518,472.

    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 4,201 shares
    Change vs previous 13F -136 shares

    0.27% of the 13F portfolio, value $2,460,010.

    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 4,337 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,482,873.

    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).