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Square Inc cl a shares owned by Facet Wealth

Quarter-by-quarter ownership of Square Inc cl a (XYZ) shares owned by Facet Wealth from 13F filings

Historical chart of Facet Wealth investment in Square Inc cl a

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All positions including Square Inc cl a held by Facet Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Square Inc cl a by Facet Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $238k 3.1k 76.00
2024-12-31 $2.0M 23k 85.32
2024-09-30 $1.7M 23k 72.15

More positions owned by Facet Wealth

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Facet Wealth

Top funds holding Square Inc cl a

T. Rowe Price Associates
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Capital World Investors
Morgan Stanley
Geode Capital Management
Citadel Advisors
Ameriprise Financial
Contour Asset Management
Norges Bank Investment Management
Loomis, Sayles and
Goldman Sachs Group
Susquehanna International

View all funds holding Square Inc cl a