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Disclosery

Falcon Wealth Planning: SCHC position timeline

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

Falcon Wealth Planning held 28,510 SCHC 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 28,510 shares
    Change vs previous 13F -785 shares

    0.09% of the 13F portfolio, value $1,371,901.

    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 29,295 shares
    Change vs previous 13F +708 shares

    0.09% of the 13F portfolio, value $1,369,248.

    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 28,587 shares
    Change vs previous 13F +31 shares

    0.11% of the 13F portfolio, value $1,301,566.

    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 28,556 shares
    Change vs previous 13F -37 shares

    0.12% of the 13F portfolio, value $1,299,584.

    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 28,593 shares
    Change vs previous 13F -4,829 shares

    0.12% of the 13F portfolio, value $1,217,776.

    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 33,422 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,199,181.

    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 33,422 shares
    Change vs previous 13F -2,432 shares

    0.13% of the 13F portfolio, value $1,147,377.

    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 35,854 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,381,443.

    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).