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Disclosery

WorthPointe, LLC: DFEM position timeline

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

WorthPointe, LLC held 62,805 DFEM 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 62,805 shares
    Change vs previous 13F -2,459 shares

    0.64% of the 13F portfolio, value $2,552,377.

    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 65,264 shares
    Change vs previous 13F +4,795 shares

    0.61% of the 13F portfolio, value $2,254,856.

    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 60,469 shares
    Change vs previous 13F +40,362 shares

    0.53% of the 13F portfolio, value $2,000,312.

    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 20,107 shares
    Change vs previous 13F +12,539 shares

    0.24% of the 13F portfolio, value $644,831.

    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 7,568 shares
    Change vs previous 13F -410 shares

    0.09% of the 13F portfolio, value $224,618.

    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 7,978 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $211,098.

    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).