Skip to content
Disclosery

Worth Financial Advisory Group, LLC: GDIV position timeline

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

Worth Financial Advisory Group, LLC held 60,636 GDIV 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 60,636 shares
    Change vs previous 13F +55,542 shares

    0.47% of the 13F portfolio, value $1,118,243.

    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 5,094 shares
    Change vs previous 13F -63,508 shares

    0.53% of the 13F portfolio, value $1,187,916.

    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 68,602 shares
    Change vs previous 13F -15,607 shares

    0.55% of the 13F portfolio, value $1,144,041.

    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 84,209 shares
    Change vs previous 13F -3,360 shares

    0.77% of the 13F portfolio, value $1,365,028.

    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 87,569 shares
    Change vs previous 13F +5,827 shares

    0.83% of the 13F portfolio, value $1,354,692.

    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 81,742 shares
    Change vs previous 13F +14,717 shares

    0.76% of the 13F portfolio, value $1,190,164.

    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 67,025 shares
    Change vs previous 13F +4,126 shares

    0.63% of the 13F portfolio, value $1,021,461.

    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 62,899 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $971,161.

    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).