Skip to content
Disclosery

Facet Wealth, Inc.: SPYV position timeline

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

Facet Wealth, Inc. held 793,438 SPYV 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 793,438 shares
    Change vs previous 13F -87,896 shares

    0.69% of the 13F portfolio, value $48,233,067.

    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 881,334 shares
    Change vs previous 13F +39,422 shares

    0.86% of the 13F portfolio, value $49,865,899.

    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 841,912 shares
    Change vs previous 13F -122,378 shares

    0.86% of the 13F portfolio, value $48,771,951.

    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 964,290 shares
    Change vs previous 13F -31,519 shares

    1.1% of the 13F portfolio, value $53,354,192.

    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 995,809 shares
    Change vs previous 13F -232,082 shares

    1.2% of the 13F portfolio, value $52,608,599.

    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 1,227,891 shares
    Change vs previous 13F +499,093 shares

    1.57% of the 13F portfolio, value $60,805,145.

    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 728,798 shares
    Change vs previous 13F +19,140 shares

    1.01% of the 13F portfolio, value $37,977,672.

    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 709,658 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $37,072,526.

    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).