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Disclosery

Facet Wealth, Inc.: AVUS position timeline

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

Facet Wealth, Inc. held 22,280 AVUS 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 22,280 shares
    Change vs previous 13F -246 shares

    0.04% of the 13F portfolio, value $2,853,622.

    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 22,526 shares
    Change vs previous 13F +743 shares

    0.04% of the 13F portfolio, value $2,504,446.

    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 21,783 shares
    Change vs previous 13F -310 shares

    0.04% of the 13F portfolio, value $2,526,631.

    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 22,093 shares
    Change vs previous 13F -238 shares

    0.05% of the 13F portfolio, value $2,401,509.

    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 22,331 shares
    Change vs previous 13F -6,840 shares

    0.05% of the 13F portfolio, value $2,302,326.

    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 29,171 shares
    Change vs previous 13F -2,701 shares

    0.07% of the 13F portfolio, value $2,692,192.

    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 31,872 shares
    Change vs previous 13F -2,069 shares

    0.08% of the 13F portfolio, value $3,185,925.

    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 33,941 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,218,964.

    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).