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Disclosery

Facet Wealth, Inc.: SPTM position timeline

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

Facet Wealth, Inc. held 181,997 SPTM 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 181,997 shares
    Change vs previous 13F +422 shares

    0.24% of the 13F portfolio, value $16,523,502.

    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 181,575 shares
    Change vs previous 13F +7,818 shares

    0.25% of the 13F portfolio, value $14,355,355.

    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 173,757 shares
    Change vs previous 13F -13,708 shares

    0.26% of the 13F portfolio, value $14,649,467.

    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 187,465 shares
    Change vs previous 13F -5,255 shares

    0.31% of the 13F portfolio, value $15,119,035.

    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 192,720 shares
    Change vs previous 13F -7,085 shares

    0.34% of the 13F portfolio, value $14,745,031.

    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 199,805 shares
    Change vs previous 13F +54,613 shares

    0.35% of the 13F portfolio, value $13,680,652.

    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 145,192 shares
    Change vs previous 13F -18,335 shares

    0.28% of the 13F portfolio, value $10,633,884.

    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 163,527 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $11,399,443.

    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).