Skip to content
Disclosery

Facet Wealth, Inc.: WMT position timeline

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

Facet Wealth, Inc. held 30,420 WMT 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 30,420 shares
    Change vs previous 13F +4,547 shares

    0.05% of the 13F portfolio, value $3,445,326.

    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 25,873 shares
    Change vs previous 13F +8,463 shares

    0.06% of the 13F portfolio, value $3,215,546.

    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 17,410 shares
    Change vs previous 13F +4,929 shares

    0.04% of the 13F portfolio, value $2,029,531.

    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 12,481 shares
    Change vs previous 13F +3,235 shares

    0.03% of the 13F portfolio, value $1,286,321.

    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 9,246 shares
    Change vs previous 13F +2,047 shares

    0.02% of the 13F portfolio, value $905,932.

    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 7,199 shares
    Change vs previous 13F -17 shares

    0.02% of the 13F portfolio, value $715,081.

    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 7,216 shares
    Change vs previous 13F +582 shares

    0.02% of the 13F portfolio, value $729,852.

    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 6,634 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $545,222.

    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).