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Disclosery

WorthPointe, LLC: PJUL position timeline

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

WorthPointe, LLC held 40,320 PJUL 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 40,320 shares
    Change vs previous 13F -4,481 shares

    0.5% of the 13F portfolio, value $1,968,019.

    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 44,801 shares
    Change vs previous 13F -8,419 shares

    0.56% of the 13F portfolio, value $2,059,390.

    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 53,220 shares
    Change vs previous 13F -1,428 shares

    0.65% of the 13F portfolio, value $2,471,005.

    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 54,648 shares
    Change vs previous 13F -3,380 shares

    0.93% of the 13F portfolio, value $2,491,949.

    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 58,028 shares
    Change vs previous 13F -1,597 shares

    1.07% of the 13F portfolio, value $2,544,528.

    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 59,625 shares
    Change vs previous 13F -152 shares

    1.09% of the 13F portfolio, value $2,396,329.

    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 59,777 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $2,461,019.

    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 59,777 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,419,767.

    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).