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Disclosery

Falcon Wealth Planning: NUSC position timeline

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

Falcon Wealth Planning held 9,283 NUSC 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 9,283 shares
    Change vs previous 13F -1,306 shares

    0.03% of the 13F portfolio, value $483,830.

    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 10,589 shares
    Change vs previous 13F -642 shares

    0.03% of the 13F portfolio, value $477,126.

    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 11,231 shares
    Change vs previous 13F -24 shares

    0.04% of the 13F portfolio, value $501,450.

    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 11,255 shares
    Change vs previous 13F +2,303 shares

    0.04% of the 13F portfolio, value $496,356.

    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 8,952 shares
    Change vs previous 13F +1,204 shares

    0.04% of the 13F portfolio, value $364,715.

    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 7,748 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $297,068.

    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).