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Disclosery

WorthPointe, LLC: PFEB position timeline

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

WorthPointe, LLC held 8,515 PFEB 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 8,515 shares
    Change vs previous 13F -1,420 shares

    0.09% of the 13F portfolio, value $366,656.

    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 9,935 shares
    Change vs previous 13F -33,511 shares

    0.11% of the 13F portfolio, value $398,394.

    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 43,446 shares
    Change vs previous 13F -369 shares

    0.46% of the 13F portfolio, value $1,769,073.

    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 43,815 shares
    Change vs previous 13F -3,204 shares

    0.65% of the 13F portfolio, value $1,739,017.

    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 47,019 shares
    Change vs previous 13F -3,851 shares

    0.75% of the 13F portfolio, value $1,787,192.

    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 50,870 shares
    Change vs previous 13F -7,544 shares

    0.83% of the 13F portfolio, value $1,822,163.

    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 58,414 shares
    Change vs previous 13F -1,653 shares

    0.89% of the 13F portfolio, value $2,149,635.

    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 60,067 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,164,815.

    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).