Skip to content
Disclosery

Facet Wealth, Inc.: IEI position timeline

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

Facet Wealth, Inc. held 1,212,867 IEI 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 1,212,867 shares
    Change vs previous 13F +162,870 shares

    2.04% of the 13F portfolio, value $142,451,243.

    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 1,049,997 shares
    Change vs previous 13F +83,363 shares

    2.16% of the 13F portfolio, value $124,529,619.

    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 966,634 shares
    Change vs previous 13F +134,384 shares

    2.04% of the 13F portfolio, value $115,164,805.

    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 832,250 shares
    Change vs previous 13F +47,125 shares

    2.06% of the 13F portfolio, value $99,462,153.

    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 785,125 shares
    Change vs previous 13F +78,176 shares

    2.11% of the 13F portfolio, value $92,888,147.

    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 706,949 shares
    Change vs previous 13F +40,115 shares

    2.16% of the 13F portfolio, value $83,405,835.

    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 666,834 shares
    Change vs previous 13F +42,072 shares

    2.05% of the 13F portfolio, value $77,272,774.

    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 624,762 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $72,547,356.

    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).