Position in BN
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$260,821
New position
Shares Held
6,124
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#708
of 941 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 90%
Shared 0%
None 10%
Position in Asset Management
Financial Services · as of Jun 30, 2026Falcon Wealth Planning holds $9,597,356 across 4 Asset Management names. BN ranks #4 (2.7% of the industry book) .
All Filings in BN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,821 | 6,124 | Shares | Sole | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||