Skip to content
Disclosery

WorthPointe, LLC: PAPR position timeline

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

WorthPointe, LLC held 6,222 PAPR 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 6,222 shares
    Change vs previous 13F -5,046 shares

    0.07% of the 13F portfolio, value $262,568.

    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 11,268 shares
    Change vs previous 13F -34,814 shares

    0.12% of the 13F portfolio, value $448,466.

    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 46,082 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $1,802,728.

    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 46,082 shares
    Change vs previous 13F -7,215 shares

    0.66% of the 13F portfolio, value $1,767,706.

    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 53,297 shares
    Change vs previous 13F +8,786 shares

    0.84% of the 13F portfolio, value $1,987,445.

    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 44,511 shares
    Change vs previous 13F +583 shares

    0.72% of the 13F portfolio, value $1,587,262.

    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 43,928 shares
    Change vs previous 13F -114 shares

    0.67% of the 13F portfolio, value $1,612,325.

    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 44,042 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,582,869.

    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).