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Disclosery

Facet Wealth, Inc.: VO position timeline

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

Facet Wealth, Inc. held 260,806 VO 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 260,806 shares
    Change vs previous 13F +172,335 shares

    0.3% of the 13F portfolio, value $21,013,143.

    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 88,471 shares
    Change vs previous 13F +6,847 shares

    0.44% of the 13F portfolio, value $25,406,968.

    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 81,624 shares
    Change vs previous 13F -5,453 shares

    0.43% of the 13F portfolio, value $24,443,084.

    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 87,077 shares
    Change vs previous 13F -1,233 shares

    0.53% of the 13F portfolio, value $25,578,038.

    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 88,310 shares
    Change vs previous 13F -1,650 shares

    0.57% of the 13F portfolio, value $25,255,766.

    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 89,960 shares
    Change vs previous 13F +87,627 shares

    0.61% of the 13F portfolio, value $23,419,292.

    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 2,333 shares
    Change vs previous 13F +683 shares

    0.02% of the 13F portfolio, value $644,624.

    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 1,650 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $433,488.

    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).