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Disclosery

Falcon Wealth Planning: VBK position timeline

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

Falcon Wealth Planning held 10,437 VBK 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 10,437 shares
    Change vs previous 13F -175 shares

    0.24% of the 13F portfolio, value $3,816,959.

    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 10,612 shares
    Change vs previous 13F -364 shares

    0.22% of the 13F portfolio, value $3,207,628.

    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 10,976 shares
    Change vs previous 13F -47 shares

    0.28% of the 13F portfolio, value $3,316,016.

    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 11,023 shares
    Change vs previous 13F -357 shares

    0.29% of the 13F portfolio, value $3,280,788.

    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 11,380 shares
    Change vs previous 13F -1,244 shares

    0.32% of the 13F portfolio, value $3,151,567.

    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 12,624 shares
    Change vs previous 13F +3,640 shares

    0.35% of the 13F portfolio, value $3,178,221.

    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 8,984 shares
    Change vs previous 13F +504 shares

    0.28% of the 13F portfolio, value $2,515,921.

    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 8,480 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,267,380.

    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).