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Disclosery

WorthPointe, LLC: SFLR position timeline

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

WorthPointe, LLC held 81,128 SFLR 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 81,128 shares
    Change vs previous 13F -492 shares

    0.79% of the 13F portfolio, value $3,129,918.

    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 81,620 shares
    Change vs previous 13F +32,012 shares

    0.79% of the 13F portfolio, value $2,890,164.

    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 49,608 shares
    Change vs previous 13F +24,738 shares

    0.48% of the 13F portfolio, value $1,828,551.

    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 24,870 shares
    Change vs previous 13F +13,390 shares

    0.34% of the 13F portfolio, value $896,066.

    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 11,480 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $385,384.

    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).