WorthPointe - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for WorthPointe going back to April 6, 2022
- WorthPointe 2026 Q1 - filed May 12, 2026 - new!
- WorthPointe 2025 Q4 - filed Jan. 26, 2026
- WorthPointe 2025 Q3 - filed Oct. 17, 2025
- WorthPointe 2025 Q2 - filed Aug. 5, 2025
- WorthPointe 2025 Q1 - filed May 6, 2025
- WorthPointe 2024 Q4 - filed Feb. 11, 2025
- WorthPointe 2024 Q3 - filed Nov. 13, 2024
- WorthPointe 2024 Q2 - filed Aug. 13, 2024
- WorthPointe 2024 Q1 - filed May 14, 2024
- WorthPointe 2023 Q4 - filed Feb. 12, 2024
- WorthPointe 2023 Q3 - filed Nov. 14, 2023
- WorthPointe 2023 Q2 - filed Aug. 11, 2023
- WorthPointe 2023 Q1 - filed May 11, 2023
- WorthPointe 2022 Q4 - filed Feb. 14, 2023
- WorthPointe 2022 Q3 - filed Nov. 3, 2022
- WorthPointe 2022 Q2 - filed Aug. 8, 2022
- WorthPointe 2022 Q1 - filed May 4, 2022
- WorthPointe 2021 Q4 - filed April 6, 2022