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Disclosery

Falcon Wealth Planning: UPST position timeline

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

Falcon Wealth Planning held 30,067 UPST 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 30,067 shares
    Change vs previous 13F -38 shares

    0.07% of the 13F portfolio, value $1,065,274.

    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 30,105 shares
    Change vs previous 13F -260 shares

    0.05% of the 13F portfolio, value $772,193.

    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 30,365 shares
    Change vs previous 13F -996 shares

    0.11% of the 13F portfolio, value $1,327,861.

    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 31,361 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,593,139.

    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).