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Disclosery

Falcon Wealth Planning: SPTS position timeline

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

Falcon Wealth Planning held 12,717 SPTS 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 12,717 shares
    Change vs previous 13F +847 shares

    0.02% of the 13F portfolio, value $368,920.

    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 11,870 shares
    Change vs previous 13F -1,437 shares

    0.02% of the 13F portfolio, value $346,367.

    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 13,307 shares
    Change vs previous 13F -281 shares

    0.03% of the 13F portfolio, value $389,629.

    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 13,588 shares
    Change vs previous 13F -4,881 shares

    0.04% of the 13F portfolio, value $398,400.

    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 18,469 shares
    Change vs previous 13F +204 shares

    0.05% of the 13F portfolio, value $540,957.

    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 18,265 shares
    Change vs previous 13F +5,095 shares

    0.06% of the 13F portfolio, value $534,069.

    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 13,170 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $382,062.

    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).