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Disclosery

Facet Wealth, Inc.: JAAA position timeline

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

Facet Wealth, Inc. held 294,148 JAAA 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 294,148 shares
    Change vs previous 13F +125,276 shares

    0.21% of the 13F portfolio, value $14,851,533.

    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 168,872 shares
    Change vs previous 13F +37,893 shares

    0.15% of the 13F portfolio, value $8,506,083.

    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 130,979 shares
    Change vs previous 13F +84,163 shares

    0.12% of the 13F portfolio, value $6,653,733.

    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 46,816 shares
    Change vs previous 13F +27,085 shares

    0.05% of the 13F portfolio, value $2,377,316.

    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 19,731 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,002,137.

    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).