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Disclosery

Facet Wealth, Inc.: IEMG position timeline

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

Facet Wealth, Inc. held 385,186 IEMG 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 385,186 shares
    Change vs previous 13F -7,427 shares

    0.46% of the 13F portfolio, value $31,908,780.

    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 392,613 shares
    Change vs previous 13F +96,169 shares

    0.47% of the 13F portfolio, value $27,384,782.

    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 296,444 shares
    Change vs previous 13F -20,111 shares

    0.39% of the 13F portfolio, value $22,070,237.

    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 316,555 shares
    Change vs previous 13F -8,219 shares

    0.43% of the 13F portfolio, value $20,867,299.

    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 324,774 shares
    Change vs previous 13F -11,580 shares

    0.45% of the 13F portfolio, value $19,593,591.

    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 336,354 shares
    Change vs previous 13F +96,139 shares

    0.49% of the 13F portfolio, value $18,889,663.

    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 240,215 shares
    Change vs previous 13F +53,314 shares

    0.34% of the 13F portfolio, value $12,885,121.

    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 186,901 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $10,421,591.

    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).