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Disclosery

WorthPointe, LLC: DFUV position timeline

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

WorthPointe, LLC held 505,062 DFUV 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 505,062 shares
    Change vs previous 13F -14,892 shares

    6.99% of the 13F portfolio, value $27,783,476.

    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 519,954 shares
    Change vs previous 13F -45,261 shares

    6.87% of the 13F portfolio, value $25,196,971.

    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 565,215 shares
    Change vs previous 13F +30,354 shares

    6.92% of the 13F portfolio, value $26,333,367.

    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 534,861 shares
    Change vs previous 13F -620 shares

    8.96% of the 13F portfolio, value $23,902,938.

    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 535,481 shares
    Change vs previous 13F +1,400 shares

    9.52% of the 13F portfolio, value $22,640,137.

    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 534,081 shares
    Change vs previous 13F -45,661 shares

    10.04% of the 13F portfolio, value $22,009,478.

    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 579,742 shares
    Change vs previous 13F -5,351 shares

    9.86% of the 13F portfolio, value $23,723,043.

    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 585,093 shares
    Change vs previous 13F not available

    10.27% of the 13F portfolio, value $24,392,527.

    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).