Skip to content
Disclosery

Facet Wealth, Inc.: DFAU position timeline

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

Facet Wealth, Inc. held 11,879 DFAU 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 11,879 shares
    Change vs previous 13F +583 shares

    0.01% of the 13F portfolio, value $614,026.

    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 11,296 shares
    Change vs previous 13F +3,042 shares

    0.01% of the 13F portfolio, value $509,676.

    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 8,254 shares
    Change vs previous 13F +1,596 shares

    0.01% of the 13F portfolio, value $396,109.

    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 6,658 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $304,670.

    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 6,658 shares
    Change vs previous 13F -571 shares

    0.01% of the 13F portfolio, value $288,558.

    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 7,229 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $279,112.

    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 7,229 shares
    Change vs previous 13F +642 shares

    0.01% of the 13F portfolio, value $300,582.

    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 6,587 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $260,318.

    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).