Falcon Wealth Planning - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Falcon Wealth Planning going back to Feb. 1, 2021
- Falcon Wealth Planning 2025 Q3 - filed Oct. 10, 2025 - new!
- Falcon Wealth Planning 2025 Q2 - filed July 16, 2025
- Falcon Wealth Planning 2025 Q1 - filed April 24, 2025
- Falcon Wealth Planning 2024 Q4 - filed Jan. 22, 2025
- Falcon Wealth Planning 2024 Q3 - filed Oct. 30, 2024
- Falcon Wealth Planning 2024 Q2 - filed July 16, 2024
- Falcon Wealth Planning 2024 Q1 - filed April 15, 2024
- Falcon Wealth Planning 2023 Q4 - filed Jan. 10, 2024
- Falcon Wealth Planning 2023 Q3 - filed Oct. 5, 2023
- Falcon Wealth Planning 2023 Q2 - filed July 13, 2023
- Falcon Wealth Planning 2023 Q1 - filed May 15, 2023
- Falcon Wealth Planning 2022 Q4 - filed Jan. 20, 2023
- Falcon Wealth Planning 2022 Q3 - filed Nov. 10, 2022
- Falcon Wealth Planning 2022 Q2 - filed July 20, 2022
- Falcon Wealth Planning 2022 Q1 - filed May 5, 2022
- Falcon Wealth Planning 2021 Q4 - filed Jan. 24, 2022
- Falcon Wealth Planning 2021 Q3 - filed Oct. 19, 2021
- Falcon Wealth Planning 2021 Q2 - filed Aug. 10, 2021
- Falcon Wealth Planning 2021 Q1 - filed April 20, 2021
- Falcon Wealth Planning 2020 Q4 - filed Feb. 1, 2021