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Disclosery

Facet Wealth, Inc.: SPDW position timeline

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

Facet Wealth, Inc. held 1,344,428 SPDW 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 1,344,428 shares
    Change vs previous 13F -44,496 shares

    0.97% of the 13F portfolio, value $67,745,711.

    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 1,388,924 shares
    Change vs previous 13F +72,548 shares

    1.1% of the 13F portfolio, value $63,404,363.

    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 1,316,376 shares
    Change vs previous 13F -80,456 shares

    1.1% of the 13F portfolio, value $62,317,239.

    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 1,396,832 shares
    Change vs previous 13F +6,291 shares

    1.24% of the 13F portfolio, value $59,770,456.

    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 1,390,541 shares
    Change vs previous 13F -46,339 shares

    1.26% of the 13F portfolio, value $55,510,378.

    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 1,436,880 shares
    Change vs previous 13F +639,725 shares

    1.43% of the 13F portfolio, value $55,305,530.

    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 797,155 shares
    Change vs previous 13F +30,193 shares

    0.76% of the 13F portfolio, value $28,554,093.

    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 766,962 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $27,434,235.

    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).