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Disclosery

Facet Wealth, Inc.: SPAB position timeline

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

Facet Wealth, Inc. held 315,768 SPAB 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 315,768 shares
    Change vs previous 13F -18,833 shares

    0.12% of the 13F portfolio, value $8,058,412.

    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 334,601 shares
    Change vs previous 13F +34,342 shares

    0.15% of the 13F portfolio, value $8,572,487.

    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 300,259 shares
    Change vs previous 13F -63,322 shares

    0.14% of the 13F portfolio, value $7,749,678.

    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 363,581 shares
    Change vs previous 13F -12,326 shares

    0.19% of the 13F portfolio, value $9,398,578.

    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 375,907 shares
    Change vs previous 13F -11,287 shares

    0.22% of the 13F portfolio, value $9,563,062.

    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 387,194 shares
    Change vs previous 13F -10,305 shares

    0.25% of the 13F portfolio, value $9,772,776.

    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 397,499 shares
    Change vs previous 13F -18,774 shares

    0.27% of the 13F portfolio, value $9,997,101.

    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 416,273 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $10,494,243.

    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).