Skip to content
Disclosery

WorthPointe, LLC: SPMD position timeline

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

WorthPointe, LLC held 12,793 SPMD 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 12,793 shares
    Change vs previous 13F -361 shares

    0.22% of the 13F portfolio, value $864,272.

    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 13,154 shares
    Change vs previous 13F -2,205 shares

    0.21% of the 13F portfolio, value $778,956.

    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 15,359 shares
    Change vs previous 13F -28 shares

    0.23% of the 13F portfolio, value $889,419.

    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 15,387 shares
    Change vs previous 13F +620 shares

    0.33% of the 13F portfolio, value $879,983.

    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 14,767 shares
    Change vs previous 13F +6,708 shares

    0.34% of the 13F portfolio, value $803,029.

    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 8,059 shares
    Change vs previous 13F +1,388 shares

    0.19% of the 13F portfolio, value $412,460.

    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 6,671 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $364,837.

    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).