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Disclosery

WorthPointe, LLC: VOO position timeline

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

WorthPointe, LLC held 23,576 VOO 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 23,576 shares
    Change vs previous 13F -75 shares

    4.07% of the 13F portfolio, value $16,192,275.

    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 23,651 shares
    Change vs previous 13F -4,022 shares

    3.85% of the 13F portfolio, value $14,132,574.

    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 27,673 shares
    Change vs previous 13F -142 shares

    4.56% of the 13F portfolio, value $17,354,794.

    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 27,815 shares
    Change vs previous 13F +173 shares

    6.38% of the 13F portfolio, value $17,033,350.

    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 27,642 shares
    Change vs previous 13F +2,776 shares

    6.61% of the 13F portfolio, value $15,701,485.

    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 24,866 shares
    Change vs previous 13F -1,282 shares

    5.83% of the 13F portfolio, value $12,778,886.

    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 26,148 shares
    Change vs previous 13F +1,972 shares

    5.85% of the 13F portfolio, value $14,088,804.

    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 24,176 shares
    Change vs previous 13F not available

    5.37% of the 13F portfolio, value $12,756,950.

    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).