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Disclosery

Falcon Wealth Planning: PFF position timeline

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

Falcon Wealth Planning held 90,684 PFF 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 90,684 shares
    Change vs previous 13F +56,958 shares

    0.17% of the 13F portfolio, value $2,764,949.

    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 33,726 shares
    Change vs previous 13F -1,503 shares

    0.07% of the 13F portfolio, value $1,022,565.

    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 35,229 shares
    Change vs previous 13F -2,914 shares

    0.09% of the 13F portfolio, value $1,090,690.

    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 38,143 shares
    Change vs previous 13F +754 shares

    0.11% of the 13F portfolio, value $1,206,097.

    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 37,389 shares
    Change vs previous 13F -4,250 shares

    0.12% of the 13F portfolio, value $1,147,103.

    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 41,639 shares
    Change vs previous 13F -30,739 shares

    0.14% of the 13F portfolio, value $1,279,557.

    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 72,378 shares
    Change vs previous 13F -574,713 shares

    0.25% of the 13F portfolio, value $2,275,579.

    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 647,091 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $21,502,847.

    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).