Position in FIX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$245,761
+$22,365 QoQ
Shares Held
124
-23.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,103
of 1,341 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Falcon Wealth Planning holds $766,239 across 2 Engineering & Construction names. FIX ranks #2 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WLDN |
Willdan Group, Inc.
|
6,580 | $520,478 | |
| 2 | FIX |
Comfort Systems USA Inc
This page
|
124 | $245,761 |
All Filings in FIX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,761 | 124 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $223,396 | 162 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||