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Disclosery

WorthPointe, LLC: DFIC position timeline

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

WorthPointe, LLC held 191,989 DFIC 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 191,989 shares
    Change vs previous 13F -4,049 shares

    1.8% of the 13F portfolio, value $7,153,508.

    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 196,038 shares
    Change vs previous 13F +6,849 shares

    1.9% of the 13F portfolio, value $6,965,231.

    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 189,189 shares
    Change vs previous 13F +91,372 shares

    1.71% of the 13F portfolio, value $6,519,447.

    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 97,817 shares
    Change vs previous 13F +28,741 shares

    1.2% of the 13F portfolio, value $3,207,419.

    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 69,076 shares
    Change vs previous 13F +12,387 shares

    0.9% of the 13F portfolio, value $2,147,573.

    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 56,689 shares
    Change vs previous 13F +6,695 shares

    0.72% of the 13F portfolio, value $1,574,254.

    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 49,994 shares
    Change vs previous 13F +12,591 shares

    0.54% of the 13F portfolio, value $1,292,095.

    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 37,403 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,052,520.

    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).