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Worth Asset Management, LLC: T position timeline

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

Worth Asset Management, LLC held 22,050 T 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 22,050 shares
    Change vs previous 13F +10,283 shares

    0.16% of the 13F portfolio, value $538,026.

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

  2. period ended2026-06-30
    13F 11,767 shares
    Change vs previous 13F -1,640 shares

    0.08% of the 13F portfolio, value $243,586.

    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 13,407 shares
    Change vs previous 13F +2,487 shares

    0.14% of the 13F portfolio, value $388,667.

    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 10,920 shares
    Change vs previous 13F -1,438 shares

    0.12% of the 13F portfolio, value $271,244.

    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 12,358 shares
    Change vs previous 13F -1,342 shares

    0.16% of the 13F portfolio, value $348,984.

    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 13,700 shares
    Change vs previous 13F -65,036 shares

    0.2% of the 13F portfolio, value $396,470.

    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 78,736 shares
    Change vs previous 13F +66,641 shares

    1.22% of the 13F portfolio, value $2,226,645.

    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 12,095 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $275,412.

    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).