Skip to content
Disclosery

WorthPointe, LLC: ZHDG position timeline

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

WorthPointe, LLC held 0 ZHDG 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 0 shares
    Change vs previous 13F -22,269 shares

    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).

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

  2. period ended2026-03-31
    13F 22,269 shares
    Change vs previous 13F -9,636 shares

    0.13% of the 13F portfolio, value $470,309.

    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 31,905 shares
    Change vs previous 13F +11,734 shares

    0.19% of the 13F portfolio, value $721,965.

    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 20,171 shares
    Change vs previous 13F +2,000 shares

    0.17% of the 13F portfolio, value $458,440.

    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 18,171 shares
    Change vs previous 13F -85 shares

    0.16% of the 13F portfolio, value $387,224.

    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 18,256 shares
    Change vs previous 13F +3,351 shares

    0.16% of the 13F portfolio, value $353,436.

    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 14,905 shares
    Change vs previous 13F +1,662 shares

    0.13% of the 13F portfolio, value $302,572.

    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 13,243 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $271,446.

    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).