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Disclosery

Falcon Wealth Planning: XLF position timeline

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

Falcon Wealth Planning held 15,987 XLF 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 15,987 shares
    Change vs previous 13F +115 shares

    0.05% of the 13F portfolio, value $857,069.

    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 15,872 shares
    Change vs previous 13F +56 shares

    0.05% of the 13F portfolio, value $783,576.

    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 15,816 shares
    Change vs previous 13F +136 shares

    0.07% of the 13F portfolio, value $866,255.

    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 15,680 shares
    Change vs previous 13F -2,508 shares

    0.08% of the 13F portfolio, value $844,684.

    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 18,188 shares
    Change vs previous 13F -1,736 shares

    0.1% of the 13F portfolio, value $952,498.

    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 19,924 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $992,398.

    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 19,923 shares
    Change vs previous 13F -42 shares

    0.11% of the 13F portfolio, value $962,902.

    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 19,965 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $904,825.

    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).