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Disclosery

Facet Wealth, Inc.: SPMD position timeline

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

Facet Wealth, Inc. held 2,636,343 SPMD 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 2,636,343 shares
    Change vs previous 13F +52,197 shares

    2.55% of the 13F portfolio, value $178,111,322.

    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 2,584,146 shares
    Change vs previous 13F +68,544 shares

    2.65% of the 13F portfolio, value $153,033,103.

    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 2,515,602 shares
    Change vs previous 13F -394,874 shares

    2.71% of the 13F portfolio, value $153,250,461.

    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 2,910,476 shares
    Change vs previous 13F +184,356 shares

    3.44% of the 13F portfolio, value $166,450,129.

    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 2,726,120 shares
    Change vs previous 13F +257,924 shares

    3.42% of the 13F portfolio, value $150,618,137.

    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 2,468,196 shares
    Change vs previous 13F -92,508 shares

    3.28% of the 13F portfolio, value $126,717,169.

    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 2,560,704 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $143,937,172.

    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).