Worth Financial Advisory Group, LLC: NOW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Worth Financial Advisory Group, LLC on NOW, newest first. How the timeline and the estimate are built.
Worth Financial Advisory Group, LLC held 5,366 NOW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 5,366 sharesChange vs previous 13F +5,366 shares
0.22% of the 13F portfolio, value $532,736.
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 -5,041 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 5,041 sharesChange vs previous 13F +4,090 shares
0.37% of the 13F portfolio, value $772,231.
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 951 sharesChange vs previous 13F +84 shares
0.49% of the 13F portfolio, value $875,186.
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 867 sharesChange vs previous 13F -19 shares
0.55% of the 13F portfolio, value $891,345.
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 886 sharesChange vs previous 13F +296 shares
0.45% of the 13F portfolio, value $705,380.
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 590 sharesChange vs previous 13F -11 shares
0.38% of the 13F portfolio, value $625,471.
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 601 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $537,528.
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).