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Disclosery

Falcon Wealth Planning: SPMD position timeline

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

Falcon Wealth Planning held 7,467 SPMD 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 7,467 shares
    Change vs previous 13F -311 shares

    0.03% of the 13F portfolio, value $504,471.

    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 7,778 shares
    Change vs previous 13F -241 shares

    0.03% of the 13F portfolio, value $460,613.

    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 8,019 shares
    Change vs previous 13F -3 shares

    0.04% of the 13F portfolio, value $464,380.

    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 8,022 shares
    Change vs previous 13F -10 shares

    0.04% of the 13F portfolio, value $458,778.

    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 8,032 shares
    Change vs previous 13F -707 shares

    0.04% of the 13F portfolio, value $436,780.

    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 8,739 shares
    Change vs previous 13F +64 shares

    0.05% of the 13F portfolio, value $447,262.

    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 8,675 shares
    Change vs previous 13F -136 shares

    0.05% of the 13F portfolio, value $474,436.

    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 8,811 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $481,764.

    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).