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Disclosery

Falcon Wealth Planning: VTI position timeline

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

Falcon Wealth Planning held 9,725 VTI 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 9,725 shares
    Change vs previous 13F +205 shares

    0.23% of the 13F portfolio, value $3,598,549.

    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 9,520 shares
    Change vs previous 13F +368 shares

    0.21% of the 13F portfolio, value $3,053,921.

    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 9,152 shares
    Change vs previous 13F -343 shares

    0.26% of the 13F portfolio, value $3,068,381.

    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 9,495 shares
    Change vs previous 13F +3,449 shares

    0.28% of the 13F portfolio, value $3,115,902.

    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 6,046 shares
    Change vs previous 13F -318 shares

    0.19% of the 13F portfolio, value $1,837,693.

    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 6,364 shares
    Change vs previous 13F -201 shares

    0.19% of the 13F portfolio, value $1,749,120.

    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 6,565 shares
    Change vs previous 13F -85 shares

    0.21% of the 13F portfolio, value $1,902,482.

    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 6,650 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,882,941.

    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).