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Disclosery

Falcon Wealth Planning: VUG position timeline

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

Falcon Wealth Planning held 250,109 VUG 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 250,109 shares
    Change vs previous 13F +209,670 shares

    1.36% of the 13F portfolio, value $21,544,360.

    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 40,439 shares
    Change vs previous 13F +2,628 shares

    1.2% of the 13F portfolio, value $17,663,067.

    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 37,811 shares
    Change vs previous 13F -945 shares

    1.55% of the 13F portfolio, value $18,446,526.

    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 38,756 shares
    Change vs previous 13F -1,176 shares

    1.67% of the 13F portfolio, value $18,587,566.

    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 39,932 shares
    Change vs previous 13F -534 shares

    1.77% of the 13F portfolio, value $17,506,159.

    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 40,466 shares
    Change vs previous 13F +2,776 shares

    1.67% of the 13F portfolio, value $15,005,506.

    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 37,690 shares
    Change vs previous 13F -81 shares

    1.72% of the 13F portfolio, value $15,469,472.

    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 37,771 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $14,501,307.

    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).