Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001927285-25-000005
Filing Date
2025-07-10
Accepted
2025-07-10 12:48:10
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-07-10

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1920
2 13FAssetData20250630.html INFORMATION TABLE  
2 13FAssetData20250630.xml INFORMATION TABLE 194222
  Complete submission text file 0001927285-25-000005.txt   197346
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)

EIN.: 461956256 | State of Incorp.: TX | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-22493 | Film No.: 251115590