Skip to content
Disclosery

WorthPointe, LLC: SCHE position timeline

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

WorthPointe, LLC held 64,417 SCHE 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 64,417 shares
    Change vs previous 13F +2,877 shares

    0.59% of the 13F portfolio, value $2,335,771.

    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 61,540 shares
    Change vs previous 13F +33,665 shares

    0.55% of the 13F portfolio, value $2,027,731.

    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 27,875 shares
    Change vs previous 13F +14,910 shares

    0.24% of the 13F portfolio, value $912,917.

    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 12,965 shares
    Change vs previous 13F +1,437 shares

    0.16% of the 13F portfolio, value $432,642.

    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 11,528 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $347,454.

    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).