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Disclosery

Facet Wealth, Inc.: NYF position timeline

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

Facet Wealth, Inc. held 571,010 NYF 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 571,010 shares
    Change vs previous 13F +48,134 shares

    0.44% of the 13F portfolio, value $30,780,283.

    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 522,876 shares
    Change vs previous 13F +15,112 shares

    0.48% of the 13F portfolio, value $27,775,161.

    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 507,764 shares
    Change vs previous 13F +60,420 shares

    0.48% of the 13F portfolio, value $27,343,116.

    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 447,344 shares
    Change vs previous 13F +54,807 shares

    0.49% of the 13F portfolio, value $23,865,789.

    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 392,537 shares
    Change vs previous 13F +21,527 shares

    0.46% of the 13F portfolio, value $20,400,136.

    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 371,010 shares
    Change vs previous 13F -527 shares

    0.5% of the 13F portfolio, value $19,325,920.

    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 371,537 shares
    Change vs previous 13F +38,764 shares

    0.53% of the 13F portfolio, value $19,866,070.

    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 332,773 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $17,750,112.

    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).