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Disclosery

Facet Wealth, Inc.: ESGU position timeline

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

Facet Wealth, Inc. held 84,286 ESGU 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 84,286 shares
    Change vs previous 13F -6,452 shares

    0.2% of the 13F portfolio, value $13,795,060.

    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 90,738 shares
    Change vs previous 13F +18,622 shares

    0.22% of the 13F portfolio, value $12,832,208.

    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 72,116 shares
    Change vs previous 13F -1,055 shares

    0.19% of the 13F portfolio, value $10,946,464.

    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 73,171 shares
    Change vs previous 13F -703 shares

    0.22% of the 13F portfolio, value $10,653,761.

    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 73,874 shares
    Change vs previous 13F -1,921 shares

    0.23% of the 13F portfolio, value $10,212,372.

    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 75,795 shares
    Change vs previous 13F +18,752 shares

    0.24% of the 13F portfolio, value $9,325,807.

    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 57,043 shares
    Change vs previous 13F +1,102 shares

    0.2% of the 13F portfolio, value $7,517,116.

    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 55,941 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $7,014,994.

    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).