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Worth Financial Advisory Group, LLC: CNEQ position timeline

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

Worth Financial Advisory Group, LLC held 53,445 CNEQ 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 53,445 shares
    Change vs previous 13F +20,470 shares

    0.92% of the 13F portfolio, value $2,205,675.

    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 32,975 shares
    Change vs previous 13F -5,843 shares

    6.86% of the 13F portfolio, value $15,371,023.

    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 38,818 shares
    Change vs previous 13F +20,937 shares

    0.65% of the 13F portfolio, value $1,334,563.

    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 17,881 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $628,769.

    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).