Skip to content
Disclosery

WorthPointe, LLC: IJUL position timeline

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

WorthPointe, LLC held 42,546 IJUL 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 42,546 shares
    Change vs previous 13F -1,047 shares

    0.39% of the 13F portfolio, value $1,530,380.

    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 43,593 shares
    Change vs previous 13F -635 shares

    0.4% of the 13F portfolio, value $1,471,268.

    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 44,228 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,481,987.

    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 44,228 shares
    Change vs previous 13F -1,167 shares

    0.54% of the 13F portfolio, value $1,445,628.

    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 45,395 shares
    Change vs previous 13F -1,357 shares

    0.61% of the 13F portfolio, value $1,449,916.

    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 46,752 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,361,418.

    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 46,752 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $1,294,843.

    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 46,752 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,374,803.

    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).