Falcon Wealth Planning

Position in STX — Seagate Technology Holdings plc

CIK 1839850 Ontario, CA

Position in STX

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$318,450

+$91,230 QoQ

Shares Held

330

-43.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,524

of 1,934 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 62% Shared 0% None 38%

Technology · as of Jun 30, 2026

Falcon Wealth Planning holds $3,385,762 across 5 Computer Hardware names. STX ranks #3 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNDK	Sandisk Corp	647	$1,471,103
2	WDC	Western Digital Corp	1,625	$1,037,920
3	STX	Seagate Technology Holdings plc This page	330	$318,450
4	ANET	Arista Networks, Inc.	1,826	$310,200
5	DELL	Dell Technologies Inc.	575	$248,089

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$318,450	330	-43.1%	Shares	Sole	2026-07-13
2026-03-31	$227,220	580	—	Shares	Sole	2026-04-21
No filing history on record for this holder in this stock.