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Disclosery

Worth Asset Management, LLC: BUFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Worth Asset Management, LLC on BUFR, newest first. How the timeline and the estimate are built.

Worth Asset Management, LLC held 14,334 BUFR shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,334 shares
    Change vs previous 13F -193 shares

    0.16% of the 13F portfolio, value $537,095.

    13F-HR 0001927285-26-000007 filed by Worth Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,527 shares
    Change vs previous 13F -11,925 shares

    0.17% of the 13F portfolio, value $530,671.

    13F-HR 0001927285-26-000005 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 26,452 shares
    Change vs previous 13F +870 shares

    0.33% of the 13F portfolio, value $893,284.

    13F-HR 0001927285-26-000003 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 25,582 shares
    Change vs previous 13F -193 shares

    0.37% of the 13F portfolio, value $876,439.

    13F-HR 0001927285-26-000001 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 25,775 shares
    Change vs previous 13F +1,028 shares

    0.39% of the 13F portfolio, value $861,401.

    13F-HR 0001927285-25-000006 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 24,747 shares
    Change vs previous 13F +15,716 shares

    0.39% of the 13F portfolio, value $786,955.

    13F-HR 0001927285-25-000005 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,031 shares
    Change vs previous 13F +50 shares

    0.15% of the 13F portfolio, value $268,130.

    13F-HR 0001927285-25-000002 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,981 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $273,651.

    13F-HR 0001927285-25-000001 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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