WorthPointe, LLC: AWR position timeline

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

WorthPointe, LLC held 4,679 AWR shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

period ended2026-06-30
13F 4,679 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $386,626.
13F-HR 0001172661-26-002988 filed by WorthPointe, LLC
Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).