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Disclosery

Falcon Wealth Planning: RWR position timeline

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

Falcon Wealth Planning held 29,804 RWR 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 29,804 shares
    Change vs previous 13F +1,524 shares

    0.21% of the 13F portfolio, value $3,366,948.

    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 28,280 shares
    Change vs previous 13F -1,927 shares

    0.19% of the 13F portfolio, value $2,855,368.

    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 30,207 shares
    Change vs previous 13F -1,279 shares

    0.25% of the 13F portfolio, value $2,967,232.

    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 31,486 shares
    Change vs previous 13F -631 shares

    0.28% of the 13F portfolio, value $3,157,753.

    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 32,117 shares
    Change vs previous 13F -3,831 shares

    0.31% of the 13F portfolio, value $3,097,326.

    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 35,948 shares
    Change vs previous 13F -4,782 shares

    0.4% of the 13F portfolio, value $3,563,171.

    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 40,730 shares
    Change vs previous 13F -20 shares

    0.45% of the 13F portfolio, value $4,026,536.

    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 40,750 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $4,349,227.

    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).