Position in CMCSA
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$249,719
+$31,104 QoQ
Shares Held
8,698
+11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in CMCSA Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Falcon Wealth Planning holds $268,901 across 1 Telecom Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
6,351 | $268,901 |
All Filings in CMCSA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,719 | 8,698 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $218,615 | 7,314 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $226,569 | 7,211 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $257,467 | 7,214 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $289,812 | 7,854 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $254,153 | 6,772 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $291,930 | 6,989 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $266,013 | 6,793 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $273,798 | 6,316 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $249,023 | 5,679 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||