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Disclosery

Facet Wealth, Inc.: FLRN position timeline

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

Facet Wealth, Inc. held 1,166,828 FLRN 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 1,166,828 shares
    Change vs previous 13F -20,812 shares

    0.52% of the 13F portfolio, value $35,996,640.

    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 1,187,640 shares
    Change vs previous 13F +100,584 shares

    0.63% of the 13F portfolio, value $36,555,565.

    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 1,087,056 shares
    Change vs previous 13F +48,663 shares

    0.59% of the 13F portfolio, value $33,524,797.

    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 1,038,393 shares
    Change vs previous 13F +12,948 shares

    0.66% of the 13F portfolio, value $32,044,817.

    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 1,025,445 shares
    Change vs previous 13F +46,447 shares

    0.72% of the 13F portfolio, value $31,624,709.

    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 978,998 shares
    Change vs previous 13F -14,466 shares

    0.78% of the 13F portfolio, value $29,996,488.

    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 993,464 shares
    Change vs previous 13F +50,765 shares

    0.81% of the 13F portfolio, value $30,558,958.

    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 942,699 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $28,950,289.

    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).