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Disclosery

Facet Wealth, Inc.: IWN position timeline

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

Facet Wealth, Inc. held 16,634 IWN 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 16,634 shares
    Change vs previous 13F -13,643 shares

    0.05% of the 13F portfolio, value $3,679,485.

    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 30,277 shares
    Change vs previous 13F -5,224 shares

    0.1% of the 13F portfolio, value $5,740,122.

    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 35,501 shares
    Change vs previous 13F -171,233 shares

    0.12% of the 13F portfolio, value $6,907,117.

    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 206,734 shares
    Change vs previous 13F +9,868 shares

    0.76% of the 13F portfolio, value $36,552,660.

    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 196,866 shares
    Change vs previous 13F -33,052 shares

    0.72% of the 13F portfolio, value $31,575,393.

    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 229,918 shares
    Change vs previous 13F -29,040 shares

    0.88% of the 13F portfolio, value $33,896,879.

    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 258,958 shares
    Change vs previous 13F -190,025 shares

    1.15% of the 13F portfolio, value $43,269,288.

    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 448,983 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $73,803,879.

    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).