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Disclosery

Falcon Wealth Planning: VBR position timeline

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

Falcon Wealth Planning held 18,347 VBR 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 18,347 shares
    Change vs previous 13F -802 shares

    0.28% of the 13F portfolio, value $4,458,024.

    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 19,149 shares
    Change vs previous 13F -330 shares

    0.28% of the 13F portfolio, value $4,160,045.

    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 19,479 shares
    Change vs previous 13F -183 shares

    0.35% of the 13F portfolio, value $4,125,383.

    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 19,662 shares
    Change vs previous 13F -911 shares

    0.37% of the 13F portfolio, value $4,103,714.

    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 20,573 shares
    Change vs previous 13F -4,174 shares

    0.41% of the 13F portfolio, value $4,011,922.

    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 24,747 shares
    Change vs previous 13F +6,945 shares

    0.51% of the 13F portfolio, value $4,610,187.

    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 17,802 shares
    Change vs previous 13F -380 shares

    0.39% of the 13F portfolio, value $3,527,967.

    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 18,182 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $3,650,498.

    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).