Skip to content
Disclosery

Facet Wealth, Inc.: WFC position timeline

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

Facet Wealth, Inc. held 8,667 WFC 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 8,667 shares
    Change vs previous 13F +830 shares

    0.01% of the 13F portfolio, value $716,241.

    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 7,837 shares
    Change vs previous 13F -328 shares

    0.01% of the 13F portfolio, value $623,904.

    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 8,165 shares
    Change vs previous 13F +3,954 shares

    0.01% of the 13F portfolio, value $718,765.

    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 4,211 shares
    Change vs previous 13F +1,140 shares

    0.01% of the 13F portfolio, value $352,966.

    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 3,071 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $247,615.

    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).