Skip to content
Disclosery

WorthPointe, LLC: PJAN position timeline

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

WorthPointe, LLC held 5,995 PJAN 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 5,995 shares
    Change vs previous 13F -293 shares

    0.07% of the 13F portfolio, value $296,693.

    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 6,288 shares
    Change vs previous 13F -45,822 shares

    0.08% of the 13F portfolio, value $290,065.

    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 52,110 shares
    Change vs previous 13F -13 shares

    0.64% of the 13F portfolio, value $2,450,227.

    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 52,123 shares
    Change vs previous 13F -490 shares

    0.89% of the 13F portfolio, value $2,386,987.

    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 52,613 shares
    Change vs previous 13F +306 shares

    0.97% of the 13F portfolio, value $2,317,585.

    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 52,307 shares
    Change vs previous 13F +14,159 shares

    0.99% of the 13F portfolio, value $2,169,152.

    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 38,148 shares
    Change vs previous 13F +1,087 shares

    0.67% of the 13F portfolio, value $1,611,746.

    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 37,061 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,531,346.

    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).