Falcon Wealth Planning
Q4 2022 13F Holdings
Location
Ontario, CA
Holdings as of
12/31/2022
Value ($000)
$348,845
Num holdings
96
Date filed
1/20/2023
Form type
13F-HR
Prev filing
11/10/2022
Next filing
5/15/2023
SEC
View on sec.gov
Compare Q4 2022 to
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type