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Disclosery

Facet Wealth, Inc.: USMV position timeline

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

Facet Wealth, Inc. held 467,953 USMV 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 467,953 shares
    Change vs previous 13F +1,968 shares

    0.65% of the 13F portfolio, value $45,138,733.

    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 465,985 shares
    Change vs previous 13F +3,443 shares

    0.75% of the 13F portfolio, value $43,215,438.

    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 462,542 shares
    Change vs previous 13F +17,357 shares

    0.78% of the 13F portfolio, value $44,015,478.

    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 445,185 shares
    Change vs previous 13F +5,044 shares

    0.88% of the 13F portfolio, value $42,354,946.

    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 440,141 shares
    Change vs previous 13F +1,356 shares

    0.93% of the 13F portfolio, value $40,761,465.

    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 438,785 shares
    Change vs previous 13F +61,206 shares

    1.05% of the 13F portfolio, value $40,697,313.

    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 377,579 shares
    Change vs previous 13F +29,636 shares

    0.93% of the 13F portfolio, value $35,005,365.

    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 347,943 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $31,304,437.

    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).