Skip to content
Disclosery

Falcon Wealth Planning: VGSH position timeline

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

Falcon Wealth Planning held 1,032,635 VGSH 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 1,032,635 shares
    Change vs previous 13F +63,427 shares

    3.8% of the 13F portfolio, value $60,099,342.

    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 969,208 shares
    Change vs previous 13F +97,655 shares

    3.87% of the 13F portfolio, value $56,737,471.

    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 871,553 shares
    Change vs previous 13F +55,772 shares

    4.31% of the 13F portfolio, value $51,186,298.

    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 815,781 shares
    Change vs previous 13F +64,267 shares

    4.32% of the 13F portfolio, value $48,008,735.

    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 751,514 shares
    Change vs previous 13F +29,769 shares

    4.46% of the 13F portfolio, value $44,173,964.

    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 721,745 shares
    Change vs previous 13F +11,710 shares

    4.71% of the 13F portfolio, value $42,359,200.

    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 710,035 shares
    Change vs previous 13F +36,070 shares

    4.61% of the 13F portfolio, value $41,309,811.

    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 673,965 shares
    Change vs previous 13F not available

    4.67% of the 13F portfolio, value $39,777,410.

    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).