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Disclosery

Falcon Wealth Planning: VNQ position timeline

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

Falcon Wealth Planning held 463,481 VNQ 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 463,481 shares
    Change vs previous 13F +20,936 shares

    2.83% of the 13F portfolio, value $44,693,497.

    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 442,545 shares
    Change vs previous 13F +43,517 shares

    2.67% of the 13F portfolio, value $39,253,678.

    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 399,028 shares
    Change vs previous 13F +26,115 shares

    2.97% of the 13F portfolio, value $35,310,032.

    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 372,913 shares
    Change vs previous 13F +34,601 shares

    3.07% of the 13F portfolio, value $34,091,693.

    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 338,312 shares
    Change vs previous 13F +21,401 shares

    3.05% of the 13F portfolio, value $30,130,073.

    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 316,911 shares
    Change vs previous 13F +14,020 shares

    3.19% of the 13F portfolio, value $28,693,131.

    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 302,891 shares
    Change vs previous 13F +13,725 shares

    3.01% of the 13F portfolio, value $26,981,565.

    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 289,166 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $28,170,543.

    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).