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Disclosery

Facet Wealth, Inc.: SLYV position timeline

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

Facet Wealth, Inc. held 10,154 SLYV 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 10,154 shares
    Change vs previous 13F -24,577 shares

    0.02% of the 13F portfolio, value $1,107,883.

    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 34,731 shares
    Change vs previous 13F -1,416 shares

    0.06% of the 13F portfolio, value $3,284,861.

    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 36,147 shares
    Change vs previous 13F -13,825 shares

    0.06% of the 13F portfolio, value $3,491,117.

    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 49,972 shares
    Change vs previous 13F -1,903 shares

    0.09% of the 13F portfolio, value $4,430,016.

    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 51,875 shares
    Change vs previous 13F -10,505 shares

    0.1% of the 13F portfolio, value $4,195,130.

    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 62,380 shares
    Change vs previous 13F +34,627 shares

    0.12% of the 13F portfolio, value $4,663,545.

    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 27,753 shares
    Change vs previous 13F -29,750 shares

    0.06% of the 13F portfolio, value $2,421,751.

    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 57,503 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,921,107.

    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).