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Disclosery

Facet Wealth, Inc.: CMF position timeline

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

Facet Wealth, Inc. held 1,750,409 CMF 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 1,750,409 shares
    Change vs previous 13F +169,335 shares

    1.45% of the 13F portfolio, value $100,893,585.

    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 1,581,074 shares
    Change vs previous 13F +83,217 shares

    1.56% of the 13F portfolio, value $89,899,849.

    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 1,497,857 shares
    Change vs previous 13F +105,068 shares

    1.53% of the 13F portfolio, value $86,606,100.

    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 1,392,789 shares
    Change vs previous 13F +114,076 shares

    1.64% of the 13F portfolio, value $79,444,701.

    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 1,278,713 shares
    Change vs previous 13F +247,805 shares

    1.61% of the 13F portfolio, value $70,891,857.

    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 1,030,908 shares
    Change vs previous 13F -118,029 shares

    1.48% of the 13F portfolio, value $57,225,698.

    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 1,148,937 shares
    Change vs previous 13F +156,961 shares

    1.73% of the 13F portfolio, value $65,408,994.

    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 991,976 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $56,602,144.

    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).