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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001172661-24-003296
Filing Date
2024-08-13
Accepted
2024-08-13 14:25:45
Documents
2
Period of Report
2024-06-30
Effectiveness Date
2024-08-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2160
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 33001
  Complete submission text file 0001172661-24-003296.txt   36380
Mailing Address 888 PROSPECT STREET SUITE 200 LA JOLLA CA 92037
Business Address 888 PROSPECT STREET SUITE 200 LA JOLLA CA 92037 800-620-4232
WorthPointe, LLC (Filer) CIK: 0001921448 (see all company filings)

IRS No.: 260373212 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-22402 | Film No.: 241200585