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Disclosery

WorthPointe, LLC: DFSD position timeline

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

WorthPointe, LLC held 227,916 DFSD 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 227,916 shares
    Change vs previous 13F +10,093 shares

    2.74% of the 13F portfolio, value $10,882,982.

    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 217,823 shares
    Change vs previous 13F +49,456 shares

    2.84% of the 13F portfolio, value $10,429,385.

    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 168,367 shares
    Change vs previous 13F +116,777 shares

    2.12% of the 13F portfolio, value $8,073,175.

    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 51,590 shares
    Change vs previous 13F +19,119 shares

    0.93% of the 13F portfolio, value $2,486,122.

    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 32,471 shares
    Change vs previous 13F +8,116 shares

    0.66% of the 13F portfolio, value $1,558,933.

    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 24,355 shares
    Change vs previous 13F +7,299 shares

    0.53% of the 13F portfolio, value $1,157,350.

    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 17,056 shares
    Change vs previous 13F +7,587 shares

    0.33% of the 13F portfolio, value $799,585.

    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 9,469 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $452,050.

    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).