Skip to content
Disclosery

Worth Asset Management, LLC: DBMF position timeline

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

Worth Asset Management, LLC held 67,102 DBMF 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 67,102 shares
    Change vs previous 13F +17,277 shares

    0.64% of the 13F portfolio, value $2,182,828.

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

  2. period ended2026-06-30
    13F 49,825 shares
    Change vs previous 13F -44,662 shares

    0.49% of the 13F portfolio, value $1,525,143.

    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 94,487 shares
    Change vs previous 13F -19,549 shares

    1.06% of the 13F portfolio, value $2,848,782.

    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 114,036 shares
    Change vs previous 13F +105,746 shares

    1.36% of the 13F portfolio, value $3,199,851.

    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 8,290 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $226,400.

    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).