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Disclosery

Falcon Wealth Planning: SPAB position timeline

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

Falcon Wealth Planning held 60,983 SPAB 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 60,983 shares
    Change vs previous 13F +33,719 shares

    0.1% of the 13F portfolio, value $1,556,286.

    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 27,264 shares
    Change vs previous 13F -3,802 shares

    0.05% of the 13F portfolio, value $698,504.

    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 31,066 shares
    Change vs previous 13F -342 shares

    0.07% of the 13F portfolio, value $799,950.

    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 31,408 shares
    Change vs previous 13F -1,047 shares

    0.07% of the 13F portfolio, value $811,897.

    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 32,455 shares
    Change vs previous 13F -2,490 shares

    0.08% of the 13F portfolio, value $830,848.

    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 34,945 shares
    Change vs previous 13F -3,091 shares

    0.1% of the 13F portfolio, value $892,495.

    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 38,036 shares
    Change vs previous 13F +20,966 shares

    0.11% of the 13F portfolio, value $950,520.

    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 17,070 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $446,210.

    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).