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Disclosery

Falcon Wealth Planning: VSS position timeline

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

Falcon Wealth Planning held 17,498 VSS 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 17,498 shares
    Change vs previous 13F -385 shares

    0.17% of the 13F portfolio, value $2,699,741.

    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 17,883 shares
    Change vs previous 13F -402 shares

    0.18% of the 13F portfolio, value $2,607,116.

    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 18,285 shares
    Change vs previous 13F -600 shares

    0.22% of the 13F portfolio, value $2,620,774.

    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 18,885 shares
    Change vs previous 13F -1,354 shares

    0.24% of the 13F portfolio, value $2,692,024.

    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 20,239 shares
    Change vs previous 13F -715 shares

    0.27% of the 13F portfolio, value $2,719,902.

    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 20,954 shares
    Change vs previous 13F -5,400 shares

    0.27% of the 13F portfolio, value $2,422,249.

    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 26,354 shares
    Change vs previous 13F -1,678 shares

    0.34% of the 13F portfolio, value $3,017,044.

    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 28,032 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,530,885.

    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).