Skip to content
Disclosery

WorthPointe, LLC: TPIF position timeline

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

WorthPointe, LLC held 33,745 TPIF 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 33,745 shares
    Change vs previous 13F -7,797 shares

    0.32% of the 13F portfolio, value $1,259,019.

    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 41,542 shares
    Change vs previous 13F -16,951 shares

    0.41% of the 13F portfolio, value $1,497,166.

    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 58,493 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,028,540.

    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).