Skip to content
Disclosery

WorthPointe, LLC: AGGM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WorthPointe, LLC on AGGM, newest first. How the timeline and the estimate are built.

WorthPointe, LLC held 4,560 AGGM 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 4,560 shares
    Change vs previous 13F -286 shares

    0.12% of the 13F portfolio, value $473,458.

    13F-HR 0001172661-26-002988 filed by WorthPointe, 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 4,846 shares
    Change vs previous 13F -1,563 shares

    0.14% of the 13F portfolio, value $504,821.

    13F-HR 0001172661-26-001733 filed by WorthPointe, 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 6,409 shares
    Change vs previous 13F -4,379 shares

    0.18% of the 13F portfolio, value $670,992.

    13F-HR 0001172661-26-000300 filed by WorthPointe, 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 10,788 shares
    Change vs previous 13F +136 shares

    0.43% of the 13F portfolio, value $1,136,575.

    13F-HR 0001172661-25-004324 filed by WorthPointe, 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 10,652 shares
    Change vs previous 13F +3,395 shares

    0.47% of the 13F portfolio, value $1,112,559.

    13F-HR 0001172661-25-002895 filed by WorthPointe, 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 7,257 shares
    Change vs previous 13F +3,332 shares

    0.34% of the 13F portfolio, value $755,744.

    13F-HR 0001172661-25-001581 filed by WorthPointe, 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 3,925 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $401,231.

    13F-HR 0001172661-25-000667 filed by WorthPointe, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).