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Disclosery

Falcon Wealth Planning: MUB position timeline

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

Falcon Wealth Planning held 11,630 MUB 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 11,630 shares
    Change vs previous 13F -1,303 shares

    0.08% of the 13F portfolio, value $1,251,621.

    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 12,933 shares
    Change vs previous 13F +603 shares

    0.09% of the 13F portfolio, value $1,372,838.

    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 12,330 shares
    Change vs previous 13F +3,183 shares

    0.11% of the 13F portfolio, value $1,320,666.

    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 9,147 shares
    Change vs previous 13F +3,430 shares

    0.09% of the 13F portfolio, value $974,064.

    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 5,717 shares
    Change vs previous 13F +2,739 shares

    0.06% of the 13F portfolio, value $597,312.

    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 2,978 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $314,000.

    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).