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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001172661-24-002275
Filing Date
2024-05-14
Accepted
2024-05-14 15:06:47
Documents
2
Period of Report
2024-03-31
Effectiveness Date
2024-05-14

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 31149
  Complete submission text file 0001172661-24-002275.txt   34527
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.: 24943660