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Disclosery

Falcon Wealth Planning: VWO position timeline

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

Falcon Wealth Planning held 54,943 VWO 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 54,943 shares
    Change vs previous 13F -618 shares

    0.21% of the 13F portfolio, value $3,279,542.

    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 55,561 shares
    Change vs previous 13F +4,125 shares

    0.2% of the 13F portfolio, value $3,003,083.

    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 51,436 shares
    Change vs previous 13F +327 shares

    0.23% of the 13F portfolio, value $2,765,177.

    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 51,109 shares
    Change vs previous 13F -128 shares

    0.25% of the 13F portfolio, value $2,769,061.

    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 51,237 shares
    Change vs previous 13F +5,424 shares

    0.26% of the 13F portfolio, value $2,534,166.

    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 45,813 shares
    Change vs previous 13F -3,121 shares

    0.23% of the 13F portfolio, value $2,073,506.

    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 48,934 shares
    Change vs previous 13F +3,869 shares

    0.24% of the 13F portfolio, value $2,155,072.

    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 45,065 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,156,343.

    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).