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Disclosery

WorthPointe, LLC: DFAT position timeline

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

WorthPointe, LLC held 87,024 DFAT 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 87,024 shares
    Change vs previous 13F +5,151 shares

    1.53% of the 13F portfolio, value $6,082,971.

    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 81,873 shares
    Change vs previous 13F -17,512 shares

    1.39% of the 13F portfolio, value $5,112,969.

    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 99,385 shares
    Change vs previous 13F +50,459 shares

    1.55% of the 13F portfolio, value $5,917,383.

    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 48,926 shares
    Change vs previous 13F +161 shares

    1.07% of the 13F portfolio, value $2,847,982.

    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 48,765 shares
    Change vs previous 13F -1,003 shares

    1.11% of the 13F portfolio, value $2,631,359.

    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 49,768 shares
    Change vs previous 13F +871 shares

    1.17% of the 13F portfolio, value $2,562,554.

    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 48,897 shares
    Change vs previous 13F -339 shares

    1.13% of the 13F portfolio, value $2,721,607.

    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 49,236 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $2,738,999.

    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).