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Disclosery

Falcon Wealth Planning: SPY position timeline

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

Falcon Wealth Planning held 3,329 SPY 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 3,329 shares
    Change vs previous 13F +122 shares

    0.16% of the 13F portfolio, value $2,485,707.

    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 3,207 shares
    Change vs previous 13F +84 shares

    0.14% of the 13F portfolio, value $2,085,620.

    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 3,123 shares
    Change vs previous 13F -493 shares

    0.18% of the 13F portfolio, value $2,129,898.

    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 3,616 shares
    Change vs previous 13F +118 shares

    0.22% of the 13F portfolio, value $2,409,109.

    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 3,498 shares
    Change vs previous 13F -61 shares

    0.22% of the 13F portfolio, value $2,161,391.

    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 3,559 shares
    Change vs previous 13F +253 shares

    0.22% of the 13F portfolio, value $1,991,004.

    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 3,306 shares
    Change vs previous 13F -448 shares

    0.22% of the 13F portfolio, value $1,937,719.

    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 3,754 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,153,739.

    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).