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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001927285-24-000003
Filing Date
2024-07-11
Accepted
2024-07-11 15:32:41
Documents
2
Period of Report
2024-06-30
Effectiveness Date
2024-07-11

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1919
2 13FAssetData20240628.html INFORMATION TABLE  
2 13FAssetData20240628.xml INFORMATION TABLE 183653
  Complete submission text file 0001927285-24-000003.txt   186783
Mailing Address 16660 DALLAS PARKWAY STE 1000 DALLAS TX 75248
Business Address 16660 DALLAS PARKWAY STE 1000 DALLAS TX 75248 469-257-5075
Worth Asset Management, LLC (Filer) CIK: 0001927285 (see all company filings)

IRS No.: 461956256 | State of Incorp.: TX | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-22493 | Film No.: 241111939