Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise
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WorthPointe, LLC
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Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
beta
Latest Financials
Filings:
Category
Date
Search Filings
Institutional Holders
beta
Earnings Transcripts
beta
Global Search
SEC Edgar
WorthPointe, LLC
Notes
Support
about
terms
Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
beta
Latest Financials
Filings:
Category
Date
Search Filings
Institutional Holders
beta
Earnings Transcripts
beta
Global Search
SEC Edgar
WorthPointe, LLC
Notes
Support
about
terms
WorthPointe, LLC
CIK:
0001921448
|
SEC Filings
PROXIES
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
2026-07-31
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
2025-08-05
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
2024-08-14
OWNERSHIP
13F-HR
none
2026-07-31
13F-HR
none
2026-05-12
13F-HR
none
2026-01-26
13F-HR
none
2025-10-17
13F-HR
none
2025-08-05
13F-HR
none
2025-05-06
13F-HR
none
2025-02-11
13F-HR
none
2024-11-13
13F-HR
none
2024-08-13
13F-HR
none
2024-05-14
13F-HR
none
2024-02-12
13F-HR
none
2023-11-14
13F-HR
none
2023-08-11
13F-HR
none
2023-05-11
13F-HR
none
2023-02-14
13F-HR
none
2022-11-03
13F-HR
none
2022-08-08
13F-HR
none
2022-05-04
13F-HR
none
2022-04-06