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Disclosery

Facet Wealth, Inc.: SPYM position timeline

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

Facet Wealth, Inc. held 37,653 SPYM 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 37,653 shares
    Change vs previous 13F +6,828 shares

    0.05% of the 13F portfolio, value $3,308,925.

    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 30,825 shares
    Change vs previous 13F -1,791 shares

    0.04% of the 13F portfolio, value $2,359,364.

    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 32,616 shares
    Change vs previous 13F +1,485 shares

    0.05% of the 13F portfolio, value $2,668,988.

    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 31,131 shares
    Change vs previous 13F +2,539 shares

    0.05% of the 13F portfolio, value $2,438,770.

    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 28,592 shares
    Change vs previous 13F -3,886 shares

    0.05% of the 13F portfolio, value $2,125,498.

    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 32,478 shares
    Change vs previous 13F +3,436 shares

    0.06% of the 13F portfolio, value $2,152,969.

    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 29,042 shares
    Change vs previous 13F -1,155 shares

    0.05% of the 13F portfolio, value $2,052,691.

    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 30,197 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,028,022.

    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).