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Disclosery

Facet Wealth, Inc.: ESGD position timeline

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

Facet Wealth, Inc. held 70,247 ESGD 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 70,247 shares
    Change vs previous 13F -11,444 shares

    0.1% of the 13F portfolio, value $7,222,077.

    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 81,691 shares
    Change vs previous 13F +3,658 shares

    0.14% of the 13F portfolio, value $7,811,261.

    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 78,033 shares
    Change vs previous 13F +638 shares

    0.14% of the 13F portfolio, value $7,816,532.

    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 77,395 shares
    Change vs previous 13F -538 shares

    0.15% of the 13F portfolio, value $7,196,151.

    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 77,933 shares
    Change vs previous 13F -1,257 shares

    0.15% of the 13F portfolio, value $6,801,959.

    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 79,190 shares
    Change vs previous 13F +38,028 shares

    0.18% of the 13F portfolio, value $6,823,774.

    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 41,162 shares
    Change vs previous 13F +357 shares

    0.09% of the 13F portfolio, value $3,281,820.

    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 40,805 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,250,955.

    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).