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Disclosery

Falcon Wealth Planning: NULG position timeline

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

Falcon Wealth Planning held 16,443 NULG 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 16,443 shares
    Change vs previous 13F -1,741 shares

    0.12% of the 13F portfolio, value $1,924,769.

    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 18,184 shares
    Change vs previous 13F +471 shares

    0.11% of the 13F portfolio, value $1,653,615.

    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 17,713 shares
    Change vs previous 13F -33 shares

    0.15% of the 13F portfolio, value $1,732,291.

    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 17,746 shares
    Change vs previous 13F +2,255 shares

    0.16% of the 13F portfolio, value $1,764,799.

    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 15,491 shares
    Change vs previous 13F +2,865 shares

    0.15% of the 13F portfolio, value $1,455,341.

    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 12,626 shares
    Change vs previous 13F +3,611 shares

    0.11% of the 13F portfolio, value $988,330.

    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 9,015 shares
    Change vs previous 13F -647 shares

    0.09% of the 13F portfolio, value $773,812.

    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 9,662 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $798,337.

    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).