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Disclosery

WorthPointe, LLC: DFGR position timeline

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

WorthPointe, LLC held 41,372 DFGR 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 41,372 shares
    Change vs previous 13F -1,031 shares

    0.3% of the 13F portfolio, value $1,198,547.

    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 42,403 shares
    Change vs previous 13F +2,005 shares

    0.31% of the 13F portfolio, value $1,127,071.

    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 40,398 shares
    Change vs previous 13F +26,727 shares

    0.28% of the 13F portfolio, value $1,067,327.

    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 13,671 shares
    Change vs previous 13F +3,922 shares

    0.14% of the 13F portfolio, value $373,355.

    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 9,749 shares
    Change vs previous 13F -11,626 shares

    0.11% of the 13F portfolio, value $261,566.

    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 21,375 shares
    Change vs previous 13F +145 shares

    0.26% of the 13F portfolio, value $561,308.

    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 21,230 shares
    Change vs previous 13F +281 shares

    0.23% of the 13F portfolio, value $542,214.

    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 20,949 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $604,588.

    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).