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Disclosery

Facet Wealth, Inc.: PSN position timeline

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

Facet Wealth, Inc. held 17,066 PSN 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 17,066 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $894,088.

    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 17,067 shares
    Change vs previous 13F +86 shares

    0.02% of the 13F portfolio, value $924,519.

    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 16,981 shares
    Change vs previous 13F +22 shares

    0.02% of the 13F portfolio, value $1,217,708.

    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 16,959 shares
    Change vs previous 13F -6,000 shares

    0.03% of the 13F portfolio, value $1,406,240.

    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 22,959 shares
    Change vs previous 13F -10,000 shares

    0.04% of the 13F portfolio, value $1,703,558.

    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 32,959 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $2,011,158.

    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 32,959 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,534,877.

    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).