Skip to content
Disclosery

WorthPointe, LLC: IFLR position timeline

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

WorthPointe, LLC held 24,412 IFLR 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 24,412 shares
    Change vs previous 13F +3,771 shares

    0.33% of the 13F portfolio, value $1,295,003.

    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 20,641 shares
    Change vs previous 13F +11,557 shares

    0.28% of the 13F portfolio, value $1,040,197.

    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 9,084 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $458,510.

    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).