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Disclosery

Facet Wealth, Inc.: DFAC position timeline

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

Facet Wealth, Inc. held 63,886 DFAC 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 63,886 shares
    Change vs previous 13F +29,341 shares

    0.04% of the 13F portfolio, value $2,833,983.

    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 34,545 shares
    Change vs previous 13F +609 shares

    0.02% of the 13F portfolio, value $1,342,419.

    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 33,936 shares
    Change vs previous 13F +11,327 shares

    0.02% of the 13F portfolio, value $1,387,643.

    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 22,609 shares
    Change vs previous 13F +54 shares

    0.02% of the 13F portfolio, value $872,042.

    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 22,555 shares
    Change vs previous 13F -4,866 shares

    0.02% of the 13F portfolio, value $826,413.

    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 27,421 shares
    Change vs previous 13F -1,016 shares

    0.02% of the 13F portfolio, value $902,409.

    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 28,437 shares
    Change vs previous 13F -1,594 shares

    0.03% of the 13F portfolio, value $1,011,502.

    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 30,031 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,024,943.

    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).