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Disclosery

Falcon Wealth Planning: VTEB position timeline

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

Falcon Wealth Planning held 6,130 VTEB 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 6,130 shares
    Change vs previous 13F +614 shares

    0.02% of the 13F portfolio, value $310,039.

    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 5,516 shares
    Change vs previous 13F +11 shares

    0.02% of the 13F portfolio, value $275,170.

    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 5,505 shares
    Change vs previous 13F +20 shares

    0.02% of the 13F portfolio, value $276,865.

    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 5,485 shares
    Change vs previous 13F -733 shares

    0.02% of the 13F portfolio, value $274,655.

    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 6,218 shares
    Change vs previous 13F -575 shares

    0.03% of the 13F portfolio, value $304,852.

    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 6,793 shares
    Change vs previous 13F -2,875 shares

    0.04% of the 13F portfolio, value $337,056.

    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 9,668 shares
    Change vs previous 13F +2,090 shares

    0.05% of the 13F portfolio, value $484,637.

    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 7,578 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $387,365.

    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).