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Disclosery

Facet Wealth, Inc.: IWM position timeline

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

Facet Wealth, Inc. held 11,107 IWM 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 11,107 shares
    Change vs previous 13F +1,469 shares

    0.05% of the 13F portfolio, value $3,337,218.

    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 9,638 shares
    Change vs previous 13F +223 shares

    0.04% of the 13F portfolio, value $2,390,323.

    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 9,415 shares
    Change vs previous 13F +2,038 shares

    0.04% of the 13F portfolio, value $2,479,074.

    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 7,377 shares
    Change vs previous 13F +4,114 shares

    0.04% of the 13F portfolio, value $1,785,035.

    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 3,263 shares
    Change vs previous 13F +1,404 shares

    0.02% of the 13F portfolio, value $715,957.

    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 1,859 shares
    Change vs previous 13F -438 shares

    0.01% of the 13F portfolio, value $369,901.

    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 2,297 shares
    Change vs previous 13F -223 shares

    0.01% of the 13F portfolio, value $519,062.

    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 2,520 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $551,821.

    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).