Falcon Wealth Planning

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Ontario, CA
CIK
0001839850
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 106 448,953 13F-HR 7/13/2023 000183985023000003 Falcon Wealth Planning
Q1 2023 98 400,740 13F-HR 5/15/2023 000183985023000002 Falcon Wealth Planning
Q4 2022 96 348,844 13F-HR 1/20/2023 000183985023000001 Falcon Wealth Planning
Q3 2022 88 301,923 13F-HR 11/10/2022 000183985022000004 Falcon Wealth Planning
Q2 2022 80 294,209 13F-HR 7/19/2022 000183985022000003 Falcon Wealth Planning
Q1 2022 76 319,560 13F-HR 5/5/2022 000183985022000002 Falcon Wealth Planning
Q4 2021 78 305,632 13F-HR 1/24/2022 000183985022000001 Falcon Wealth Planning
Q3 2021 72 263,057 13F-HR 10/19/2021 000183985021000006 Falcon Wealth Planning
Q2 2021 60 234,088 13F-HR 8/10/2021 000183985021000004 Falcon Wealth Planning
Q1 2021 56 204,715 13F-HR 4/20/2021 000183985021000003 Falcon Wealth Planning
Q4 2020 51 178,415 13F-HR 2/1/2021 000183985021000002 Falcon Wealth Planning