Skip to content
Disclosery

WorthPointe, LLC: IBD position timeline

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

WorthPointe, LLC held 154,171 IBD 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 154,171 shares
    Change vs previous 13F -52,796 shares

    0.92% of the 13F portfolio, value $3,664,638.

    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 206,967 shares
    Change vs previous 13F -105,329 shares

    1.35% of the 13F portfolio, value $4,937,601.

    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 312,296 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $7,557,562.

    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).