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Disclosery

Worth Asset Management, LLC: VOO position timeline

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

Worth Asset Management, LLC held 1,694 VOO 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 1,694 shares
    Change vs previous 13F +77 shares

    0.35% of the 13F portfolio, value $1,186,952.

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

  2. period ended2026-06-30
    13F 1,617 shares
    Change vs previous 13F +129 shares

    0.36% of the 13F portfolio, value $1,110,572.

    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 1,488 shares
    Change vs previous 13F -7,883 shares

    0.33% of the 13F portfolio, value $889,154.

    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 9,371 shares
    Change vs previous 13F +270 shares

    2.49% of the 13F portfolio, value $5,876,835.

    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 9,101 shares
    Change vs previous 13F +1,256 shares

    2.51% of the 13F portfolio, value $5,573,270.

    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 7,845 shares
    Change vs previous 13F +2,332 shares

    2.2% of the 13F portfolio, value $4,456,196.

    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 5,513 shares
    Change vs previous 13F -4,562 shares

    1.55% of the 13F portfolio, value $2,833,186.

    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 10,075 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $5,428,511.

    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).