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Disclosery

WorthPointe, LLC: UNOV position timeline

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

WorthPointe, LLC held 5,130 UNOV 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 5,130 shares
    Change vs previous 13F +5,130 shares

    0.05% of the 13F portfolio, value $206,021.

    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 0 shares
    Change vs previous 13F -6,591 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 6,591 shares
    Change vs previous 13F -3,141 shares

    0.07% of the 13F portfolio, value $250,824.

    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 9,732 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $364,658.

    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 9,732 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $351,265.

    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 9,732 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $330,401.

    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 9,732 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $336,922.

    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).