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Disclosery

WorthPointe, LLC: KJUL position timeline

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

WorthPointe, LLC held 24,729 KJUL 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 24,729 shares
    Change vs previous 13F -430 shares

    0.21% of the 13F portfolio, value $840,044.

    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 25,159 shares
    Change vs previous 13F -456 shares

    0.22% of the 13F portfolio, value $805,838.

    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 25,615 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $812,013.

    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 25,615 shares
    Change vs previous 13F -254 shares

    0.3% of the 13F portfolio, value $793,040.

    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 25,869 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $755,245.

    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 25,869 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $723,442.

    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 25,869 shares
    Change vs previous 13F -34 shares

    0.32% of the 13F portfolio, value $761,454.

    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 25,903 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $754,552.

    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).