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Disclosery

Worth Asset Management, LLC: WMT position timeline

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

Worth Asset Management, LLC held 9,746 WMT 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 9,746 shares
    Change vs previous 13F +3,660 shares

    0.3% of the 13F portfolio, value $1,012,782.

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

  2. period ended2026-06-30
    13F 6,086 shares
    Change vs previous 13F -2,382 shares

    0.22% of the 13F portfolio, value $689,269.

    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 8,468 shares
    Change vs previous 13F +2,928 shares

    0.39% of the 13F portfolio, value $1,052,360.

    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 5,540 shares
    Change vs previous 13F +572 shares

    0.26% of the 13F portfolio, value $617,212.

    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 4,968 shares
    Change vs previous 13F -2,410 shares

    0.23% of the 13F portfolio, value $512,002.

    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 7,378 shares
    Change vs previous 13F -53 shares

    0.36% of the 13F portfolio, value $721,444.

    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 7,431 shares
    Change vs previous 13F -22 shares

    0.36% of the 13F portfolio, value $652,402.

    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 7,453 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $673,340.

    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).