Skip to content
Disclosery

WorthPointe, LLC: DFUS position timeline

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

WorthPointe, LLC held 13,764 DFUS 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 13,764 shares
    Change vs previous 13F -484 shares

    0.28% of the 13F portfolio, value $1,127,822.

    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 14,248 shares
    Change vs previous 13F -16,540 shares

    0.28% of the 13F portfolio, value $1,010,326.

    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 30,788 shares
    Change vs previous 13F +16,474 shares

    0.6% of the 13F portfolio, value $2,283,546.

    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 14,314 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,036,906.

    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 14,314 shares
    Change vs previous 13F -2,123 shares

    0.4% of the 13F portfolio, value $959,324.

    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 16,437 shares
    Change vs previous 13F -850 shares

    0.45% of the 13F portfolio, value $994,110.

    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 17,287 shares
    Change vs previous 13F -287 shares

    0.46% of the 13F portfolio, value $1,102,046.

    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 17,574 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,093,103.

    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).