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Disclosery

Facet Wealth, Inc.: MUB position timeline

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

Facet Wealth, Inc. held 1,883,582 MUB 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 1,883,582 shares
    Change vs previous 13F +485,786 shares

    2.9% of the 13F portfolio, value $202,711,129.

    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 1,397,796 shares
    Change vs previous 13F -172,869 shares

    2.57% of the 13F portfolio, value $148,376,046.

    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 1,570,665 shares
    Change vs previous 13F +290,546 shares

    3% of the 13F portfolio, value $169,333,352.

    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 1,280,119 shares
    Change vs previous 13F +160,634 shares

    2.82% of the 13F portfolio, value $136,319,900.

    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 1,119,485 shares
    Change vs previous 13F +243,683 shares

    2.64% of the 13F portfolio, value $116,280,949.

    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 875,802 shares
    Change vs previous 13F -674,153 shares

    2.36% of the 13F portfolio, value $91,083,372.

    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 1,549,955 shares
    Change vs previous 13F +86,153 shares

    4.39% of the 13F portfolio, value $165,395,708.

    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 1,463,802 shares
    Change vs previous 13F not available

    4.45% of the 13F portfolio, value $156,275,494.

    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).