Skip to content
Disclosery

Falcon Wealth Planning: VXUS position timeline

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

Falcon Wealth Planning held 11,044 VXUS 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 11,044 shares
    Change vs previous 13F +828 shares

    0.06% of the 13F portfolio, value $944,132.

    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 10,216 shares
    Change vs previous 13F -25 shares

    0.05% of the 13F portfolio, value $787,723.

    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 10,241 shares
    Change vs previous 13F +101 shares

    0.07% of the 13F portfolio, value $772,607.

    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 10,140 shares
    Change vs previous 13F +4,557 shares

    0.07% of the 13F portfolio, value $744,868.

    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 5,583 shares
    Change vs previous 13F -455 shares

    0.04% of the 13F portfolio, value $385,729.

    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 6,038 shares
    Change vs previous 13F +45 shares

    0.04% of the 13F portfolio, value $374,939.

    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 5,993 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $353,196.

    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 5,990 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $387,776.

    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).