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Disclosery

Facet Wealth, Inc.: EFAV position timeline

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

Facet Wealth, Inc. held 305,572 EFAV 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 305,572 shares
    Change vs previous 13F +4,480 shares

    0.38% of the 13F portfolio, value $26,801,758.

    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 301,092 shares
    Change vs previous 13F +852 shares

    0.48% of the 13F portfolio, value $27,510,782.

    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 300,240 shares
    Change vs previous 13F +16,217 shares

    0.47% of the 13F portfolio, value $26,685,337.

    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 284,023 shares
    Change vs previous 13F +6,858 shares

    0.5% of the 13F portfolio, value $24,093,697.

    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 277,165 shares
    Change vs previous 13F +61,551 shares

    0.51% of the 13F portfolio, value $22,661,038.

    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 215,614 shares
    Change vs previous 13F +19,934 shares

    0.46% of the 13F portfolio, value $17,949,897.

    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 195,680 shares
    Change vs previous 13F +20,661 shares

    0.38% of the 13F portfolio, value $14,335,545.

    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 175,019 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $12,944,377.

    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).