Filer · Institutional
WorthPointe,LLC
CIK 0001921448TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001172661-26-001733 · filed 2026-05-12
117
positions
Q4 202513F-HR
0001172661-26-000300 · filed 2026-01-26
133
positions
Q3 202513F-HR
0001172661-25-004324 · filed 2025-10-17
105
positions
Q2 202513F-HR
0001172661-25-002895 · filed 2025-08-05
95
positions
Q1 202513F-HR
0001172661-25-001581 · filed 2025-05-06
91
positions
Q4 202413F-HR
0001172661-25-000667 · filed 2025-02-11
89
positions
Q3 202413F-HR
0001172661-24-004676 · filed 2024-11-13
80
positions
Q2 202413F-HR
0001172661-24-003296 · filed 2024-08-13
70
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.