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Disclosery

Facet Wealth, Inc.: AVUV position timeline

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

Facet Wealth, Inc. held 9,836 AVUV 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 9,836 shares
    Change vs previous 13F +2,368 shares

    0.02% of the 13F portfolio, value $1,227,139.

    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 7,468 shares
    Change vs previous 13F -174 shares

    0.01% of the 13F portfolio, value $824,990.

    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 7,642 shares
    Change vs previous 13F -2,627 shares

    0.01% of the 13F portfolio, value $827,552.

    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 10,269 shares
    Change vs previous 13F +7,368 shares

    0.02% of the 13F portfolio, value $1,022,074.

    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 2,901 shares
    Change vs previous 13F -1,137 shares

    0.01% of the 13F portfolio, value $268,081.

    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 4,038 shares
    Change vs previous 13F -1,381 shares

    0.01% of the 13F portfolio, value $342,543.

    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 5,419 shares
    Change vs previous 13F -5,173 shares

    0.01% of the 13F portfolio, value $526,517.

    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 10,592 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,002,925.

    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).