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Disclosery

Facet Wealth, Inc.: VOO position timeline

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

Facet Wealth, Inc. held 40,733 VOO 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 40,733 shares
    Change vs previous 13F +10,215 shares

    0.4% of the 13F portfolio, value $27,975,909.

    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 30,518 shares
    Change vs previous 13F +1,455 shares

    0.32% of the 13F portfolio, value $18,236,324.

    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 29,063 shares
    Change vs previous 13F +6,120 shares

    0.33% of the 13F portfolio, value $18,588,879.

    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 22,943 shares
    Change vs previous 13F +1,177 shares

    0.29% of the 13F portfolio, value $14,049,618.

    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 21,766 shares
    Change vs previous 13F +2,070 shares

    0.29% of the 13F portfolio, value $12,646,667.

    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 19,696 shares
    Change vs previous 13F -1,458 shares

    0.26% of the 13F portfolio, value $10,202,247.

    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 21,154 shares
    Change vs previous 13F -107 shares

    0.31% of the 13F portfolio, value $11,681,161.

    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 21,261 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $11,160,976.

    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).