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Disclosery

Falcon Wealth Planning: NULV position timeline

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

Falcon Wealth Planning held 32,406 NULV 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 32,406 shares
    Change vs previous 13F -1,104 shares

    0.1% of the 13F portfolio, value $1,619,974.

    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 33,510 shares
    Change vs previous 13F -2,915 shares

    0.1% of the 13F portfolio, value $1,524,703.

    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 36,425 shares
    Change vs previous 13F -454 shares

    0.14% of the 13F portfolio, value $1,640,945.

    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 36,879 shares
    Change vs previous 13F +6,804 shares

    0.15% of the 13F portfolio, value $1,616,294.

    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 30,075 shares
    Change vs previous 13F +7,300 shares

    0.13% of the 13F portfolio, value $1,260,592.

    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 22,775 shares
    Change vs previous 13F +4,656 shares

    0.1% of the 13F portfolio, value $922,158.

    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 18,119 shares
    Change vs previous 13F -1,426 shares

    0.08% of the 13F portfolio, value $713,344.

    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 19,545 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $815,416.

    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).