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Disclosery

Falcon Wealth Planning: VTV position timeline

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

Falcon Wealth Planning held 92,484 VTV 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 92,484 shares
    Change vs previous 13F -1,117 shares

    1.28% of the 13F portfolio, value $20,155,093.

    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 93,601 shares
    Change vs previous 13F -1,339 shares

    1.25% of the 13F portfolio, value $18,364,615.

    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 94,940 shares
    Change vs previous 13F -1,106 shares

    1.53% of the 13F portfolio, value $18,132,646.

    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 96,046 shares
    Change vs previous 13F -4,595 shares

    1.61% of the 13F portfolio, value $17,911,688.

    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 100,641 shares
    Change vs previous 13F -2,372 shares

    1.8% of the 13F portfolio, value $17,787,370.

    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 103,013 shares
    Change vs previous 13F +9,625 shares

    1.98% of the 13F portfolio, value $17,794,464.

    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 93,388 shares
    Change vs previous 13F +2,684 shares

    1.76% of the 13F portfolio, value $15,810,584.

    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 90,704 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $15,834,261.

    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).