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Disclosery

Facet Wealth, Inc.: SUSC position timeline

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

Facet Wealth, Inc. held 133,593 SUSC 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 133,593 shares
    Change vs previous 13F +12,526 shares

    0.04% of the 13F portfolio, value $3,092,875.

    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 121,067 shares
    Change vs previous 13F +5,119 shares

    0.05% of the 13F portfolio, value $2,801,216.

    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 115,948 shares
    Change vs previous 13F +9,874 shares

    0.05% of the 13F portfolio, value $2,719,676.

    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 106,074 shares
    Change vs previous 13F +3,729 shares

    0.05% of the 13F portfolio, value $2,499,110.

    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 102,345 shares
    Change vs previous 13F +2,436 shares

    0.05% of the 13F portfolio, value $2,368,779.

    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 99,909 shares
    Change vs previous 13F -11,286 shares

    0.06% of the 13F portfolio, value $2,267,933.

    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 111,195 shares
    Change vs previous 13F +3,831 shares

    0.07% of the 13F portfolio, value $2,538,578.

    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 107,364 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,460,775.

    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).