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Disclosery

WorthPointe, LLC: SPTS position timeline

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

WorthPointe, LLC held 753,673 SPTS 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 753,673 shares
    Change vs previous 13F +54,895 shares

    5.5% of the 13F portfolio, value $21,864,054.

    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 698,778 shares
    Change vs previous 13F +161,891 shares

    5.56% of the 13F portfolio, value $20,390,340.

    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 536,887 shares
    Change vs previous 13F +434,911 shares

    4.13% of the 13F portfolio, value $15,720,065.

    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 101,976 shares
    Change vs previous 13F +58,494 shares

    1.12% of the 13F portfolio, value $2,989,936.

    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 43,482 shares
    Change vs previous 13F +17,654 shares

    0.54% of the 13F portfolio, value $1,273,588.

    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 25,828 shares
    Change vs previous 13F +11,712 shares

    0.34% of the 13F portfolio, value $755,211.

    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 14,116 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $409,505.

    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).