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Disclosery

WorthPointe, LLC: PTL position timeline

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

WorthPointe, LLC held 3,710 PTL 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 3,710 shares
    Change vs previous 13F -1,555 shares

    0.27% of the 13F portfolio, value $1,061,402.

    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 5,265 shares
    Change vs previous 13F -3,552 shares

    0.36% of the 13F portfolio, value $1,319,197.

    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 8,817 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,188,349.

    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).