Position in BRR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$15,400
-$5,700 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 4 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BRR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Falcon Wealth Planning holds $1,167,930 across 3 Capital Markets names. BRR ranks #3 (1.3% of the industry book) .
All Filings in BRR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,400 | 10,000 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $21,100 | 10,000 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||