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Disclosery

Facet Wealth, Inc.: SPEM position timeline

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

Facet Wealth, Inc. held 358,467 SPEM 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 358,467 shares
    Change vs previous 13F -14,244 shares

    0.27% of the 13F portfolio, value $18,561,405.

    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 372,711 shares
    Change vs previous 13F +39,651 shares

    0.3% of the 13F portfolio, value $17,483,854.

    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 333,060 shares
    Change vs previous 13F -14,457 shares

    0.3% of the 13F portfolio, value $16,776,215.

    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 347,517 shares
    Change vs previous 13F -12,447 shares

    0.34% of the 13F portfolio, value $16,267,269.

    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 359,964 shares
    Change vs previous 13F -4,293 shares

    0.35% of the 13F portfolio, value $15,482,053.

    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 364,257 shares
    Change vs previous 13F +129,329 shares

    0.38% of the 13F portfolio, value $14,850,760.

    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 234,928 shares
    Change vs previous 13F -15,219 shares

    0.24% of the 13F portfolio, value $9,204,492.

    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 250,147 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $10,068,424.

    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).