SEC Seal
SEC Banner
Search the Next-Generation EDGAR System
Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001839850-23-000004
Filing Date
2023-10-05
Accepted
2023-10-05 16:31:09
Documents
2
Period of Report
2023-09-30
Effectiveness Date
2023-10-05

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2157
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 51588
  Complete submission text file 0001839850-23-000004.txt   54945
Mailing Address 3400 INLAND EMPIRE BLVD. SUITE 100 ONTARIO CA 91764
Business Address 3400 INLAND EMPIRE BLVD. SUITE 100 ONTARIO CA 91764 855-963-2526
Falcon Wealth Planning (Filer) CIK: 0001839850 (see all company filings)

IRS No.: 472775420 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-20509 | Film No.: 231311735