Worth Financial Advisory Group, LLC: SLB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Worth Financial Advisory Group, LLC on SLB, newest first. How the timeline and the estimate are built.
Worth Financial Advisory Group, LLC held 9,616 SLB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 9,616 sharesChange vs previous 13F +9,616 shares
0.19% of the 13F portfolio, value $447,048.
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 -8,796 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 8,796 sharesChange vs previous 13F -680 shares
0.16% of the 13F portfolio, value $337,590.
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 9,476 sharesChange vs previous 13F -911 shares
0.18% of the 13F portfolio, value $325,690.
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 10,387 sharesChange vs previous 13F +4,430 shares
0.22% of the 13F portfolio, value $351,081.
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 5,957 sharesChange vs previous 13F -5,879 shares
0.16% of the 13F portfolio, value $249,003.
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 11,836 sharesChange vs previous 13F -358 shares
0.28% of the 13F portfolio, value $453,792.
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 12,194 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $511,538.
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).