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Disclosery

Facet Wealth, Inc.: ESGE position timeline

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

Facet Wealth, Inc. held 13,893 ESGE 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 13,893 shares
    Change vs previous 13F +1,815 shares

    0.01% of the 13F portfolio, value $759,815.

    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 12,078 shares
    Change vs previous 13F +143 shares

    0.01% of the 13F portfolio, value $549,192.

    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 11,935 shares
    Change vs previous 13F +2,247 shares

    0.01% of the 13F portfolio, value $582,434.

    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 9,688 shares
    Change vs previous 13F +1,412 shares

    0.01% of the 13F portfolio, value $420,658.

    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 8,276 shares
    Change vs previous 13F +98 shares

    0.01% of the 13F portfolio, value $326,576.

    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 8,178 shares
    Change vs previous 13F -1,039 shares

    0.01% of the 13F portfolio, value $298,829.

    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 9,217 shares
    Change vs previous 13F +68 shares

    0.01% of the 13F portfolio, value $320,940.

    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 9,149 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $323,417.

    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).