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Disclosery

Facet Wealth, Inc.: IUSG position timeline

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

Facet Wealth, Inc. held 884,912 IUSG 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 884,912 shares
    Change vs previous 13F +70,916 shares

    2.39% of the 13F portfolio, value $166,443,091.

    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 813,996 shares
    Change vs previous 13F +40,694 shares

    2.19% of the 13F portfolio, value $126,258,925.

    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 773,302 shares
    Change vs previous 13F +45,371 shares

    2.35% of the 13F portfolio, value $132,690,923.

    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 727,931 shares
    Change vs previous 13F +20,233 shares

    2.48% of the 13F portfolio, value $119,773,769.

    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 707,698 shares
    Change vs previous 13F +36,997 shares

    2.5% of the 13F portfolio, value $110,103,714.

    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 670,701 shares
    Change vs previous 13F -26,847 shares

    2.31% of the 13F portfolio, value $89,243,415.

    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 697,548 shares
    Change vs previous 13F -371,296 shares

    2.66% of the 13F portfolio, value $100,126,033.

    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 1,068,844 shares
    Change vs previous 13F not available

    4.01% of the 13F portfolio, value $140,852,295.

    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).