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Disclosery

Facet Wealth, Inc.: VBR position timeline

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

Facet Wealth, Inc. held 10,476 VBR 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 10,476 shares
    Change vs previous 13F -20,185 shares

    0.04% of the 13F portfolio, value $2,545,675.

    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 30,661 shares
    Change vs previous 13F -1,680 shares

    0.12% of the 13F portfolio, value $6,661,006.

    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 32,341 shares
    Change vs previous 13F -10,511 shares

    0.13% of the 13F portfolio, value $7,214,318.

    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 42,852 shares
    Change vs previous 13F -923 shares

    0.19% of the 13F portfolio, value $8,943,741.

    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 43,775 shares
    Change vs previous 13F -6,488 shares

    0.2% of the 13F portfolio, value $8,679,296.

    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 50,263 shares
    Change vs previous 13F +25,591 shares

    0.24% of the 13F portfolio, value $9,206,700.

    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 24,672 shares
    Change vs previous 13F -27,090 shares

    0.13% of the 13F portfolio, value $5,018,999.

    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 51,762 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $10,291,916.

    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).