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Disclosery

Falcon Wealth Planning: QQQ position timeline

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

Falcon Wealth Planning held 104,118 QQQ 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 104,118 shares
    Change vs previous 13F -321 shares

    4.85% of the 13F portfolio, value $76,672,134.

    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 104,439 shares
    Change vs previous 13F +4,244 shares

    4.11% of the 13F portfolio, value $60,280,062.

    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 100,195 shares
    Change vs previous 13F +372 shares

    5.18% of the 13F portfolio, value $61,550,606.

    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 99,823 shares
    Change vs previous 13F +2,416 shares

    5.39% of the 13F portfolio, value $59,931,031.

    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 97,407 shares
    Change vs previous 13F +8,977 shares

    5.43% of the 13F portfolio, value $53,733,548.

    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 88,430 shares
    Change vs previous 13F +15,845 shares

    4.61% of the 13F portfolio, value $41,466,769.

    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 72,585 shares
    Change vs previous 13F +3,739 shares

    4.14% of the 13F portfolio, value $37,107,700.

    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 68,846 shares
    Change vs previous 13F not available

    3.95% of the 13F portfolio, value $33,601,858.

    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).