Skip to content
Disclosery

Falcon Wealth Planning: QQQM position timeline

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

Falcon Wealth Planning held 10,636 QQQM 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 10,636 shares
    Change vs previous 13F +1,144 shares

    0.2% of the 13F portfolio, value $3,222,492.

    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 9,492 shares
    Change vs previous 13F -41 shares

    0.15% of the 13F portfolio, value $2,255,554.

    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 9,533 shares
    Change vs previous 13F +30 shares

    0.2% of the 13F portfolio, value $2,411,074.

    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 9,503 shares
    Change vs previous 13F -344 shares

    0.21% of the 13F portfolio, value $2,348,354.

    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 9,847 shares
    Change vs previous 13F +880 shares

    0.23% of the 13F portfolio, value $2,236,228.

    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 8,967 shares
    Change vs previous 13F +7,114 shares

    0.19% of the 13F portfolio, value $1,730,787.

    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 1,853 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $389,937.

    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 1,851 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $371,747.

    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).