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WorthPointe, LLC: PMAY position timeline

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

WorthPointe, LLC held 9,970 PMAY 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 9,970 shares
    Change vs previous 13F -746 shares

    0.1% of the 13F portfolio, value $411,761.

    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 10,716 shares
    Change vs previous 13F -1,245 shares

    0.12% of the 13F portfolio, value $427,997.

    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 11,961 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $473,536.

    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 11,961 shares
    Change vs previous 13F -648 shares

    0.17% of the 13F portfolio, value $465,223.

    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 12,609 shares
    Change vs previous 13F +1,883 shares

    0.2% of the 13F portfolio, value $476,471.

    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 10,726 shares
    Change vs previous 13F -3,426 shares

    0.18% of the 13F portfolio, value $383,991.

    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 14,152 shares
    Change vs previous 13F -14 shares

    0.21% of the 13F portfolio, value $508,162.

    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 14,166 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $499,262.

    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).