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Disclosery

Facet Wealth, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Facet Wealth, Inc. on AAPL, newest first. How the timeline and the estimate are built.

Facet Wealth, Inc. held 151,666 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,666 shares
    Change vs previous 13F +9,275 shares

    0.63% of the 13F portfolio, value $43,886,193.

    13F-HR 0001748271-26-000004 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 142,391 shares
    Change vs previous 13F -12,061 shares

    0.63% of the 13F portfolio, value $36,137,347.

    13F-HR 0001748271-26-000003 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 154,452 shares
    Change vs previous 13F +20,374 shares

    0.7% of the 13F portfolio, value $39,607,693.

    13F-HR 0001748271-26-000001 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 134,078 shares
    Change vs previous 13F +6,779 shares

    0.71% of the 13F portfolio, value $34,140,256.

    13F-HR 0001748271-25-000013 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 127,299 shares
    Change vs previous 13F +3,994 shares

    0.6% of the 13F portfolio, value $26,423,524.

    13F-HR 0001748271-25-000006 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 123,305 shares
    Change vs previous 13F +6,419 shares

    0.63% of the 13F portfolio, value $24,524,076.

    13F-HR 0001748271-25-000004 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 116,886 shares
    Change vs previous 13F -14,182 shares

    0.71% of the 13F portfolio, value $26,606,744.

    13F-HR 0001748271-25-000002 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 131,068 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $29,216,362.

    13F-HR 0001748271-24-000013 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).