Skip to content
Disclosery

WorthPointe, LLC: DFSV position timeline

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

WorthPointe, LLC held 69,885 DFSV 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 69,885 shares
    Change vs previous 13F -7,769 shares

    0.68% of the 13F portfolio, value $2,710,839.

    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 77,654 shares
    Change vs previous 13F +837 shares

    0.74% of the 13F portfolio, value $2,720,991.

    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 76,817 shares
    Change vs previous 13F +54,034 shares

    0.66% of the 13F portfolio, value $2,526,520.

    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 22,783 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $725,411.

    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).