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Disclosery

Worth Financial Advisory Group, LLC: UMAR position timeline

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

Worth Financial Advisory Group, LLC held 0 UMAR shares at 2025-03-31 per its 13F-HR filed 2025-04-22.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -29,565 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 29,565 shares
    Change vs previous 13F -16,910 shares

    0.65% of the 13F portfolio, value $1,055,175.

    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).

  3. period ended2024-09-30
    13F 46,475 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,621,048.

    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).