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Disclosery

WorthPointe, LLC: DFAC position timeline

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

WorthPointe, LLC held 1,695,187 DFAC 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 1,695,187 shares
    Change vs previous 13F -22,615 shares

    18.92% of the 13F portfolio, value $75,198,478.

    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 1,717,802 shares
    Change vs previous 13F -5,516 shares

    18.2% of the 13F portfolio, value $66,753,786.

    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 1,723,318 shares
    Change vs previous 13F -20,778 shares

    17.92% of the 13F portfolio, value $68,226,160.

    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 1,744,096 shares
    Change vs previous 13F -21,163 shares

    25.22% of the 13F portfolio, value $67,269,783.

    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 1,765,259 shares
    Change vs previous 13F +22,257 shares

    26.62% of the 13F portfolio, value $63,266,883.

    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 1,743,002 shares
    Change vs previous 13F -341,012 shares

    26.24% of the 13F portfolio, value $57,501,636.

    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 2,084,014 shares
    Change vs previous 13F -48,923 shares

    29.95% of the 13F portfolio, value $72,086,044.

    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 2,132,937 shares
    Change vs previous 13F not available

    30.78% of the 13F portfolio, value $73,138,410.

    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).