KRMN β€” KARMAN HLDGS INC

Ownership history in Falcon Wealth Planning  Β·  1 quarter on record

AI Ownership Summary

Falcon Wealth Planning reported KARMAN HLDGS INC (KRMN) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 14.01% in 2026 Q1. The latest visible filing shows KRMN at 14.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KRMN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Falcon Wealth Planning's position in KARMAN HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

KRMN was reported at 14.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Falcon Wealth Planning held KRMN β€” position size vs. price
% of Fund (quarterly)    KRMN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 2,569,446 β€” β€” 14.01% $205.7M 2026-04-21 $82.06

FAQ About Falcon Wealth Planning and KRMN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Falcon Wealth Planning reported owning KRMN?

Falcon Wealth Planning reported KRMN across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported KRMN position in Falcon Wealth Planning's portfolio?

The largest reported portfolio weight for KRMN was 14.01% in 2026 Q1.

What is the latest reported KRMN position on this page?

The most recent filing on this page is 2026 Q1, when Falcon Wealth Planning reported 2,569,446 shares, equal to 14.01% of portfolio, with an estimated market value of $205.7M.

What does the chart on this KRMN ownership page compare?

The chart compares Falcon Wealth Planning's quarterly KRMN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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