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Disclosery

WorthPointe, LLC: SPY position timeline

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

WorthPointe, LLC held 2,317 SPY 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 2,317 shares
    Change vs previous 13F -2,322 shares

    0.44% of the 13F portfolio, value $1,730,531.

    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 4,639 shares
    Change vs previous 13F -2,699 shares

    0.82% of the 13F portfolio, value $3,016,995.

    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 7,338 shares
    Change vs previous 13F -719 shares

    1.31% of the 13F portfolio, value $5,003,645.

    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 8,057 shares
    Change vs previous 13F -275 shares

    2.01% of the 13F portfolio, value $5,367,217.

    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 8,332 shares
    Change vs previous 13F +90 shares

    2.17% of the 13F portfolio, value $5,147,807.

    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 8,242 shares
    Change vs previous 13F -328 shares

    2.1% of the 13F portfolio, value $4,610,301.

    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 8,570 shares
    Change vs previous 13F -474 shares

    2.09% of the 13F portfolio, value $5,022,558.

    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).

  8. period ended2024-09-30
    13F 9,044 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $5,189,305.

    13F-HR 0001172661-24-004676 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).