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Disclosery

WorthPointe, LLC: DFAS position timeline

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

WorthPointe, LLC held 146,985 DFAS 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 146,985 shares
    Change vs previous 13F -2,815 shares

    3.04% of the 13F portfolio, value $12,102,739.

    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 149,800 shares
    Change vs previous 13F -4,894 shares

    2.91% of the 13F portfolio, value $10,655,300.

    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 154,694 shares
    Change vs previous 13F +8,940 shares

    2.83% of the 13F portfolio, value $10,777,545.

    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 145,754 shares
    Change vs previous 13F -563 shares

    3.74% of the 13F portfolio, value $9,978,330.

    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 146,317 shares
    Change vs previous 13F +3,956 shares

    3.92% of the 13F portfolio, value $9,321,843.

    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 142,361 shares
    Change vs previous 13F -16,965 shares

    3.88% of the 13F portfolio, value $8,506,046.

    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 159,326 shares
    Change vs previous 13F -2,500 shares

    4.31% of the 13F portfolio, value $10,368,964.

    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 161,826 shares
    Change vs previous 13F not available

    4.42% of the 13F portfolio, value $10,496,032.

    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).