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Disclosery

WorthPointe, LLC: UOCT position timeline

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

WorthPointe, LLC held 11,238 UOCT 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 11,238 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $461,979.

    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 11,238 shares
    Change vs previous 13F -1,416 shares

    0.12% of the 13F portfolio, value $429,727.

    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 12,654 shares
    Change vs previous 13F -3,446 shares

    0.13% of the 13F portfolio, value $494,023.

    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 16,100 shares
    Change vs previous 13F +276 shares

    0.23% of the 13F portfolio, value $618,709.

    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 15,824 shares
    Change vs previous 13F -74 shares

    0.24% of the 13F portfolio, value $582,041.

    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 15,898 shares
    Change vs previous 13F +36 shares

    0.25% of the 13F portfolio, value $549,277.

    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 15,862 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $559,579.

    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).