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Disclosery

Facet Wealth, Inc.: ITOT position timeline

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

Facet Wealth, Inc. held 763,136 ITOT 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 763,136 shares
    Change vs previous 13F -22,975 shares

    1.8% of the 13F portfolio, value $125,360,417.

    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 786,111 shares
    Change vs previous 13F +153,521 shares

    1.94% of the 13F portfolio, value $111,965,734.

    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 632,590 shares
    Change vs previous 13F -73,556 shares

    1.7% of the 13F portfolio, value $96,216,899.

    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 706,146 shares
    Change vs previous 13F -20,988 shares

    2.13% of the 13F portfolio, value $102,850,212.

    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 727,134 shares
    Change vs previous 13F -25,303 shares

    2.28% of the 13F portfolio, value $100,431,762.

    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 752,437 shares
    Change vs previous 13F +292,977 shares

    2.4% of the 13F portfolio, value $92,594,928.

    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 459,460 shares
    Change vs previous 13F -41,949 shares

    1.61% of the 13F portfolio, value $60,763,581.

    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 501,409 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $62,801,525.

    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).