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Disclosery

Facet Wealth, Inc.: JQUA position timeline

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

Facet Wealth, Inc. held 1,268,937 JQUA 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 1,268,937 shares
    Change vs previous 13F +1,163 shares

    1.31% of the 13F portfolio, value $91,718,784.

    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 1,267,774 shares
    Change vs previous 13F +418,748 shares

    1.35% of the 13F portfolio, value $77,739,914.

    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 849,026 shares
    Change vs previous 13F -46,398 shares

    0.97% of the 13F portfolio, value $54,881,022.

    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 895,424 shares
    Change vs previous 13F -22,947 shares

    1.17% of the 13F portfolio, value $56,331,102.

    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 918,371 shares
    Change vs previous 13F -19,759 shares

    1.26% of the 13F portfolio, value $55,515,522.

    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 938,130 shares
    Change vs previous 13F +651,818 shares

    1.38% of the 13F portfolio, value $53,417,126.

    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 286,312 shares
    Change vs previous 13F +139,424 shares

    0.45% of the 13F portfolio, value $17,121,440.

    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 146,888 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $8,249,245.

    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).