Skip to content
Disclosery

Falcon Wealth Planning: YMAG position timeline

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

Falcon Wealth Planning held 0 YMAG shares at 2025-03-31 per its 13F-HR filed 2025-04-24.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -30,850 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 30,850 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $593,863.

    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).