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Disclosery

WorthPointe, LLC: UDEC position timeline

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

WorthPointe, LLC held 7,482 UDEC 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 7,482 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $311,842.

    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 7,482 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $290,593.

    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 7,482 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $296,578.

    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 7,482 shares
    Change vs previous 13F -51 shares

    0.11% of the 13F portfolio, value $287,076.

    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 7,533 shares
    Change vs previous 13F +719 shares

    0.12% of the 13F portfolio, value $274,505.

    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 6,814 shares
    Change vs previous 13F +25 shares

    0.11% of the 13F portfolio, value $233,711.

    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 6,789 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $238,228.

    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).