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Disclosery

Falcon Wealth Planning: VOT position timeline

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

Falcon Wealth Planning held 5,664 VOT 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 5,664 shares
    Change vs previous 13F +662 shares

    0.11% of the 13F portfolio, value $1,734,986.

    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 5,002 shares
    Change vs previous 13F -499 shares

    0.09% of the 13F portfolio, value $1,287,265.

    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 5,501 shares
    Change vs previous 13F -115 shares

    0.13% of the 13F portfolio, value $1,535,529.

    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 5,616 shares
    Change vs previous 13F -632 shares

    0.15% of the 13F portfolio, value $1,649,873.

    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 6,248 shares
    Change vs previous 13F -1,686 shares

    0.18% of the 13F portfolio, value $1,776,978.

    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 7,934 shares
    Change vs previous 13F +794 shares

    0.22% of the 13F portfolio, value $1,940,995.

    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 7,140 shares
    Change vs previous 13F -190 shares

    0.2% of the 13F portfolio, value $1,811,862.

    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 7,330 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,784,724.

    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).