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Disclosery

Worth Financial Advisory Group, LLC: BX position timeline

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

Worth Financial Advisory Group, LLC held 3,373 BX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,373 shares
    Change vs previous 13F +3,208 shares

    0.17% of the 13F portfolio, value $396,901.

    13F-HR 0001964358-26-000004 filed by Worth Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 165 shares
    Change vs previous 13F -3,406 shares

    0.13% of the 13F portfolio, value $280,209.

    13F-HR 0001964358-26-000002 filed by Worth Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 3,571 shares
    Change vs previous 13F +22 shares

    0.27% of the 13F portfolio, value $550,502.

    13F-HR 0001964358-26-000001 filed by Worth Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,549 shares
    Change vs previous 13F +59 shares

    0.34% of the 13F portfolio, value $606,413.

    13F-HR 0001964358-25-000002 filed by Worth Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,490 shares
    Change vs previous 13F +24 shares

    0.32% of the 13F portfolio, value $522,086.

    13F-HR 0001085146-25-003895 filed by Worth Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,466 shares
    Change vs previous 13F -2,310 shares

    0.31% of the 13F portfolio, value $484,520.

    13F-HR 0001085146-25-002209 filed by Worth Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 5,776 shares
    Change vs previous 13F -29 shares

    0.61% of the 13F portfolio, value $995,941.

    13F-HR 0001085146-25-001033 filed by Worth Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,805 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $888,953.

    13F-HR 0001085146-24-005130 filed by Worth Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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