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Disclosery

Falcon Wealth Planning: PEP position timeline

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

Falcon Wealth Planning held 4,443 PEP 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 4,443 shares
    Change vs previous 13F -789 shares

    0.04% of the 13F portfolio, value $601,537.

    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 5,232 shares
    Change vs previous 13F -177 shares

    0.06% of the 13F portfolio, value $812,536.

    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 5,409 shares
    Change vs previous 13F +797 shares

    0.07% of the 13F portfolio, value $776,317.

    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 4,612 shares
    Change vs previous 13F +347 shares

    0.06% of the 13F portfolio, value $647,724.

    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 4,265 shares
    Change vs previous 13F -40 shares

    0.06% of the 13F portfolio, value $563,165.

    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 4,305 shares
    Change vs previous 13F +2,069 shares

    0.07% of the 13F portfolio, value $645,508.

    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 2,236 shares
    Change vs previous 13F -204 shares

    0.04% of the 13F portfolio, value $340,022.

    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 2,440 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $414,940.

    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).