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Disclosery

Falcon Wealth Planning: SCHG position timeline

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

Falcon Wealth Planning held 13,336 SCHG 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 13,336 shares
    Change vs previous 13F -969 shares

    0.03% of the 13F portfolio, value $451,293.

    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 14,305 shares
    Change vs previous 13F +1,069 shares

    0.03% of the 13F portfolio, value $416,703.

    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 13,236 shares
    Change vs previous 13F +193 shares

    0.04% of the 13F portfolio, value $431,750.

    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 13,043 shares
    Change vs previous 13F +3,513 shares

    0.04% of the 13F portfolio, value $416,209.

    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 9,530 shares
    Change vs previous 13F -523 shares

    0.03% of the 13F portfolio, value $278,376.

    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 10,053 shares
    Change vs previous 13F -928 shares

    0.03% of the 13F portfolio, value $251,730.

    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 10,981 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $306,042.

    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).