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Disclosery

Facet Wealth, Inc.: IEFA position timeline

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

Facet Wealth, Inc. held 1,426,574 IEFA 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 1,426,574 shares
    Change vs previous 13F -34,787 shares

    1.97% of the 13F portfolio, value $137,778,556.

    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 1,461,361 shares
    Change vs previous 13F +184,237 shares

    2.29% of the 13F portfolio, value $132,296,978.

    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 1,277,124 shares
    Change vs previous 13F -104,622 shares

    2.13% of the 13F portfolio, value $120,509,449.

    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 1,381,746 shares
    Change vs previous 13F -39,954 shares

    2.5% of the 13F portfolio, value $120,640,228.

    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 1,421,700 shares
    Change vs previous 13F -52,708 shares

    2.64% of the 13F portfolio, value $116,394,553.

    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 1,474,408 shares
    Change vs previous 13F +718,322 shares

    3.06% of the 13F portfolio, value $118,070,604.

    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 756,086 shares
    Change vs previous 13F +37,981 shares

    1.48% of the 13F portfolio, value $55,935,256.

    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 718,105 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $53,111,071.

    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).