Position in SVIA
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
#71
of 82 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SVIA 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. SVIA ranks #3 (1.3% of the industry book) .
All Filings in SVIA
Export CSV
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. | ||||||