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Disclosery

Facet Wealth, Inc.: TFI position timeline

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

Facet Wealth, Inc. held 22,209 TFI 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 22,209 shares
    Change vs previous 13F +3,333 shares

    0.01% of the 13F portfolio, value $1,017,193.

    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 18,876 shares
    Change vs previous 13F +11,588 shares

    0.01% of the 13F portfolio, value $855,858.

    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 7,288 shares
    Change vs previous 13F +1,517 shares

    0.01% of the 13F portfolio, value $334,977.

    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 5,771 shares
    Change vs previous 13F -323 shares

    0.01% of the 13F portfolio, value $262,984.

    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 6,094 shares
    Change vs previous 13F -28,201 shares

    0.01% of the 13F portfolio, value $270,817.

    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 34,295 shares
    Change vs previous 13F +27,079 shares

    0.04% of the 13F portfolio, value $1,522,698.

    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 7,216 shares
    Change vs previous 13F -12,801 shares

    0.01% of the 13F portfolio, value $330,565.

    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 20,017 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $915,377.

    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).