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Disclosery

Facet Wealth, Inc.: COST position timeline

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

Facet Wealth, Inc. held 3,215 COST 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 3,215 shares
    Change vs previous 13F +612 shares

    0.04% of the 13F portfolio, value $3,007,144.

    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 2,603 shares
    Change vs previous 13F +478 shares

    0.04% of the 13F portfolio, value $2,594,027.

    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 2,125 shares
    Change vs previous 13F +908 shares

    0.04% of the 13F portfolio, value $2,041,326.

    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 1,217 shares
    Change vs previous 13F -927 shares

    0.02% of the 13F portfolio, value $1,126,171.

    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 2,144 shares
    Change vs previous 13F +1,509 shares

    0.05% of the 13F portfolio, value $2,014,395.

    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 635 shares
    Change vs previous 13F +13 shares

    0.02% of the 13F portfolio, value $644,799.

    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 622 shares
    Change vs previous 13F -97 shares

    0.02% of the 13F portfolio, value $648,833.

    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 719 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $631,034.

    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).