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Disclosery

Facet Wealth, Inc.: FNDX position timeline

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

Facet Wealth, Inc. held 31,759 FNDX 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 31,759 shares
    Change vs previous 13F -4,042 shares

    0.01% of the 13F portfolio, value $987,705.

    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 35,801 shares
    Change vs previous 13F +10,714 shares

    0.02% of the 13F portfolio, value $997,058.

    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 25,087 shares
    Change vs previous 13F +1,355 shares

    0.01% of the 13F portfolio, value $709,460.

    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 23,732 shares
    Change vs previous 13F +2,247 shares

    0.01% of the 13F portfolio, value $624,152.

    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 21,485 shares
    Change vs previous 13F -230 shares

    0.01% of the 13F portfolio, value $530,894.

    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 21,715 shares
    Change vs previous 13F -1,252 shares

    0.01% of the 13F portfolio, value $500,531.

    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 22,967 shares
    Change vs previous 13F +3,617 shares

    0.01% of the 13F portfolio, value $561,543.

    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 19,350 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $457,821.

    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).