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Disclosery

Facet Wealth, Inc.: VNQ position timeline

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

Facet Wealth, Inc. held 9,205 VNQ 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 9,205 shares
    Change vs previous 13F -4,396 shares

    0.01% of the 13F portfolio, value $887,612.

    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 13,601 shares
    Change vs previous 13F +1,254 shares

    0.02% of the 13F portfolio, value $1,206,367.

    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 12,347 shares
    Change vs previous 13F +6,154 shares

    0.02% of the 13F portfolio, value $1,104,521.

    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 6,193 shares
    Change vs previous 13F +1,467 shares

    0.01% of the 13F portfolio, value $566,171.

    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 4,726 shares
    Change vs previous 13F +854 shares

    0.01% of the 13F portfolio, value $421,242.

    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 3,872 shares
    Change vs previous 13F -269 shares

    0.01% of the 13F portfolio, value $346,624.

    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 4,141 shares
    Change vs previous 13F -986 shares

    0.01% of the 13F portfolio, value $379,482.

    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 5,127 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $477,380.

    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).