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Net Worth Advisory Group: COO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Net Worth Advisory Group on COO, newest first. How the timeline and the estimate are built.

Net Worth Advisory Group held 6,338 COO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,338 shares
    Change vs previous 13F -570 shares

    0.11% of the 13F portfolio, value $454,491.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 6,908 shares
    Change vs previous 13F +18 shares

    0.1% of the 13F portfolio, value $493,896.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    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 6,890 shares
    Change vs previous 13F +514 shares

    0.11% of the 13F portfolio, value $564,681.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    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 6,376 shares
    Change vs previous 13F -4,178 shares

    0.13% of the 13F portfolio, value $437,168.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    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 10,554 shares
    Change vs previous 13F +1,106 shares

    0.17% of the 13F portfolio, value $751,013.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    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 9,448 shares
    Change vs previous 13F +908 shares

    0.25% of the 13F portfolio, value $796,955.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    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 8,540 shares
    Change vs previous 13F +95 shares

    0.24% of the 13F portfolio, value $785,049.

    13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
    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 8,445 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $931,776.

    13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).