Skip to content
Disclosery

Worth Financial Advisory Group, LLC: SFLR position timeline

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

Worth Financial Advisory Group, LLC held 147,818 SFLR 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 147,818 shares
    Change vs previous 13F +87,688 shares

    2.38% of the 13F portfolio, value $5,702,818.

    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 60,130 shares
    Change vs previous 13F -93,831 shares

    3.09% of the 13F portfolio, value $6,930,293.

    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 153,961 shares
    Change vs previous 13F -10,518 shares

    2.75% of the 13F portfolio, value $5,675,002.

    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 164,479 shares
    Change vs previous 13F +23,543 shares

    3.32% of the 13F portfolio, value $5,926,178.

    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 140,936 shares
    Change vs previous 13F -7,833 shares

    2.9% of the 13F portfolio, value $4,731,222.

    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 148,769 shares
    Change vs previous 13F +40,515 shares

    2.97% of the 13F portfolio, value $4,669,859.

    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 108,254 shares
    Change vs previous 13F +74,079 shares

    2.18% of the 13F portfolio, value $3,534,493.

    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 34,175 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,087,107.

    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).