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Worth Financial Advisory Group, LLC: FRTY position timeline

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

Worth Financial Advisory Group, LLC held 57,555 FRTY 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 57,555 shares
    Change vs previous 13F +43,125 shares

    0.6% of the 13F portfolio, value $1,428,365.

    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 14,430 shares
    Change vs previous 13F -26,667 shares

    2.45% of the 13F portfolio, value $5,478,626.

    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 41,097 shares
    Change vs previous 13F +9,713 shares

    0.42% of the 13F portfolio, value $865,256.

    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 31,384 shares
    Change vs previous 13F +7,408 shares

    0.39% of the 13F portfolio, value $702,531.

    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 23,976 shares
    Change vs previous 13F +3,524 shares

    0.28% of the 13F portfolio, value $460,699.

    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 20,452 shares
    Change vs previous 13F +3,874 shares

    0.21% of the 13F portfolio, value $325,688.

    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 16,578 shares
    Change vs previous 13F +1,809 shares

    0.19% of the 13F portfolio, value $310,014.

    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 14,769 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $252,820.

    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).