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Disclosery

WorthPointe, LLC: AVUS position timeline

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

WorthPointe, LLC held 230,810 AVUS 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 230,810 shares
    Change vs previous 13F +4,263 shares

    7.44% of the 13F portfolio, value $29,562,180.

    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 226,547 shares
    Change vs previous 13F -42,778 shares

    6.87% of the 13F portfolio, value $25,187,470.

    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 269,325 shares
    Change vs previous 13F +5,860 shares

    7.91% of the 13F portfolio, value $30,105,099.

    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 263,465 shares
    Change vs previous 13F +6,355 shares

    10.74% of the 13F portfolio, value $28,638,599.

    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 257,110 shares
    Change vs previous 13F -2,868 shares

    10.9% of the 13F portfolio, value $25,921,843.

    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 259,978 shares
    Change vs previous 13F -2,976 shares

    10.96% of the 13F portfolio, value $24,016,759.

    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 262,954 shares
    Change vs previous 13F +12,310 shares

    10.59% of the 13F portfolio, value $25,488,178.

    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).

  8. period ended2024-09-30
    13F 250,644 shares
    Change vs previous 13F not available

    10.04% of the 13F portfolio, value $23,848,787.

    13F-HR 0001172661-24-004676 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).