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Disclosery

Facet Wealth, Inc.: QUAL position timeline

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

Facet Wealth, Inc. held 3,300,180 QUAL 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 3,300,180 shares
    Change vs previous 13F +334,234 shares

    10.38% of the 13F portfolio, value $724,158,606.

    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 2,965,946 shares
    Change vs previous 13F +77,846 shares

    9.86% of the 13F portfolio, value $568,898,197.

    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 2,888,100 shares
    Change vs previous 13F +259,414 shares

    10.44% of the 13F portfolio, value $589,952,104.

    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 2,628,686 shares
    Change vs previous 13F +125,483 shares

    10.58% of the 13F portfolio, value $511,279,404.

    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 2,503,203 shares
    Change vs previous 13F +174,714 shares

    10.47% of the 13F portfolio, value $460,889,798.

    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 2,328,489 shares
    Change vs previous 13F -68,972 shares

    10.35% of the 13F portfolio, value $399,801,568.

    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 2,397,461 shares
    Change vs previous 13F +53,888 shares

    11.63% of the 13F portfolio, value $438,519,609.

    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 2,343,573 shares
    Change vs previous 13F not available

    11.81% of the 13F portfolio, value $415,011,664.

    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).