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Disclosery

Falcon Wealth Planning: VEA position timeline

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

Falcon Wealth Planning held 53,780 VEA 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 53,780 shares
    Change vs previous 13F +13,060 shares

    0.24% of the 13F portfolio, value $3,831,847.

    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 40,720 shares
    Change vs previous 13F -2,650 shares

    0.18% of the 13F portfolio, value $2,609,351.

    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 43,370 shares
    Change vs previous 13F -1,507 shares

    0.23% of the 13F portfolio, value $2,709,332.

    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 44,877 shares
    Change vs previous 13F -3,706 shares

    0.24% of the 13F portfolio, value $2,689,049.

    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 48,583 shares
    Change vs previous 13F -6,588 shares

    0.28% of the 13F portfolio, value $2,769,689.

    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 55,171 shares
    Change vs previous 13F -2,107 shares

    0.31% of the 13F portfolio, value $2,804,354.

    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 57,278 shares
    Change vs previous 13F +6,158 shares

    0.31% of the 13F portfolio, value $2,739,021.

    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 51,120 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,699,673.

    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).