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Disclosery

WorthPointe, LLC: FLOT position timeline

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

WorthPointe, LLC held 157,654 FLOT 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 157,654 shares
    Change vs previous 13F +7,932 shares

    2.02% of the 13F portfolio, value $8,048,244.

    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 149,722 shares
    Change vs previous 13F +45,767 shares

    2.08% of the 13F portfolio, value $7,628,359.

    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 103,955 shares
    Change vs previous 13F +91,178 shares

    1.39% of the 13F portfolio, value $5,287,148.

    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 12,777 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $652,713.

    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).