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Disclosery

WorthPointe, LLC: ISCF position timeline

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

WorthPointe, LLC held 7,757 ISCF 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 7,757 shares
    Change vs previous 13F -20 shares

    0.08% of the 13F portfolio, value $335,820.

    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 7,777 shares
    Change vs previous 13F -1,346 shares

    0.09% of the 13F portfolio, value $325,001.

    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 9,123 shares
    Change vs previous 13F -369 shares

    0.1% of the 13F portfolio, value $378,436.

    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 9,492 shares
    Change vs previous 13F +241 shares

    0.15% of the 13F portfolio, value $390,359.

    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 9,251 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $358,661.

    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).