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Disclosery

Facet Wealth, Inc.: IBKR position timeline

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

Facet Wealth, Inc. held 3,464 IBKR 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 3,464 shares
    Change vs previous 13F +277 shares

    <0.01% of the 13F portfolio, value $301,507.

    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 3,187 shares
    Change vs previous 13F -143 shares

    <0.01% of the 13F portfolio, value $213,752.

    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 3,330 shares
    Change vs previous 13F -1,025 shares

    <0.01% of the 13F portfolio, value $251,249.

    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 4,355 shares
    Change vs previous 13F -413 shares

    0.01% of the 13F portfolio, value $299,649.

    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 4,768 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $312,573.

    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).