Worth Financial Advisory Group, LLC: IGF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Worth Financial Advisory Group, LLC on IGF, newest first. How the timeline and the estimate are built.
Worth Financial Advisory Group, LLC held 9,061 IGF shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 9,061 sharesChange vs previous 13F +9,061 shares
0.25% of the 13F portfolio, value $603,463.
13F-HR 0001964358-26-000004 filed by Worth Financial Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 0 sharesChange vs previous 13F -8,482 shares
13F-HR 0001964358-26-000002 filed by Worth Financial Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 8,482 sharesChange vs previous 13F +185 shares
0.25% of the 13F portfolio, value $520,456.
13F-HR 0001964358-26-000001 filed by Worth Financial Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,297 sharesChange vs previous 13F -117 shares
0.28% of the 13F portfolio, value $507,113.
13F-HR 0001964358-25-000002 filed by Worth Financial Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,414 sharesChange vs previous 13F +1,820 shares
0.31% of the 13F portfolio, value $498,109.
13F-HR 0001085146-25-003895 filed by Worth Financial Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,594 sharesChange vs previous 13F +229 shares
0.23% of the 13F portfolio, value $360,494.
13F-HR 0001085146-25-002209 filed by Worth Financial Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,365 sharesChange vs previous 13F +148 shares
0.2% of the 13F portfolio, value $332,699.
13F-HR 0001085146-25-001033 filed by Worth Financial Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,217 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $338,391.
13F-HR 0001085146-24-005130 filed by Worth Financial Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).