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Disclosery

WorthPointe, LLC: MSMR position timeline

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

WorthPointe, LLC held 42,347 MSMR 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 42,347 shares
    Change vs previous 13F +90 shares

    0.37% of the 13F portfolio, value $1,488,921.

    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 42,257 shares
    Change vs previous 13F -1,693 shares

    0.4% of the 13F portfolio, value $1,457,444.

    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 43,950 shares
    Change vs previous 13F +4,353 shares

    0.4% of the 13F portfolio, value $1,530,779.

    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 39,597 shares
    Change vs previous 13F +2,480 shares

    0.5% of the 13F portfolio, value $1,339,416.

    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 37,117 shares
    Change vs previous 13F +12,148 shares

    0.48% of the 13F portfolio, value $1,148,274.

    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 24,969 shares
    Change vs previous 13F +341 shares

    0.34% of the 13F portfolio, value $741,829.

    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 24,628 shares
    Change vs previous 13F +717 shares

    0.31% of the 13F portfolio, value $744,997.

    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 23,911 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $711,993.

    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).