Falcon Wealth Planning: VZ position timeline

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

Falcon Wealth Planning held 6,351 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

period ended2026-06-30
13F 6,351 shares
Change vs previous 13F +1,540 shares
0.02% of the 13F portfolio, value $268,887.
13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,811 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $241,492.
13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).