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Disclosery

Facet Wealth, Inc.: ESGV position timeline

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

Facet Wealth, Inc. held 347,433 ESGV 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 347,433 shares
    Change vs previous 13F -11,920 shares

    0.66% of the 13F portfolio, value $45,944,498.

    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 359,353 shares
    Change vs previous 13F -13,815 shares

    0.7% of the 13F portfolio, value $40,344,554.

    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 373,168 shares
    Change vs previous 13F +15,430 shares

    0.81% of the 13F portfolio, value $45,798,879.

    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 357,738 shares
    Change vs previous 13F +2,733 shares

    0.88% of the 13F portfolio, value $42,370,539.

    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 355,005 shares
    Change vs previous 13F +7,063 shares

    0.9% of the 13F portfolio, value $39,739,310.

    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 347,942 shares
    Change vs previous 13F -28,481 shares

    0.89% of the 13F portfolio, value $34,564,567.

    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 376,423 shares
    Change vs previous 13F +18,317 shares

    1.07% of the 13F portfolio, value $40,499,402.

    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 358,106 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $36,268,978.

    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).