Worth Financial Advisory Group, LLC: IXN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Worth Financial Advisory Group, LLC on IXN, newest first. How the timeline and the estimate are built.
Worth Financial Advisory Group, LLC held 12,723 IXN shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 12,723 sharesChange vs previous 13F +12,723 shares
0.77% of the 13F portfolio, value $1,838,219.
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 -13,091 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 13,091 sharesChange vs previous 13F -756 shares
0.67% of the 13F portfolio, value $1,374,555.
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 13,847 sharesChange vs previous 13F -138 shares
0.8% of the 13F portfolio, value $1,429,149.
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 13,985 sharesChange vs previous 13F +337 shares
0.79% of the 13F portfolio, value $1,291,375.
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 13,648 sharesChange vs previous 13F +83 shares
0.66% of the 13F portfolio, value $1,033,700.
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 13,565 sharesChange vs previous 13F -1,071 shares
0.71% of the 13F portfolio, value $1,149,634.
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 14,636 sharesChange vs previous 13F not available
0.71% of the 13F portfolio, value $1,207,909.
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).