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Disclosery

Falcon Wealth Planning: VOE position timeline

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

Falcon Wealth Planning held 37,142 VOE 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 37,142 shares
    Change vs previous 13F -1,400 shares

    0.46% of the 13F portfolio, value $7,339,296.

    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 38,542 shares
    Change vs previous 13F -118,403 shares

    0.48% of the 13F portfolio, value $7,102,415.

    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 156,945 shares
    Change vs previous 13F +5,232 shares

    2.34% of the 13F portfolio, value $27,837,304.

    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 151,713 shares
    Change vs previous 13F +8,076 shares

    2.38% of the 13F portfolio, value $26,486,022.

    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 143,637 shares
    Change vs previous 13F -3,477 shares

    2.39% of the 13F portfolio, value $23,622,474.

    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 147,114 shares
    Change vs previous 13F -20,094 shares

    2.62% of the 13F portfolio, value $23,617,754.

    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 167,208 shares
    Change vs previous 13F +3,912 shares

    3.02% of the 13F portfolio, value $27,049,265.

    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 163,296 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $27,379,835.

    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).