Number of Shares
11,494
Previous 11,084 3.7%
Holding current value
$116 Million
Previous $148 Million 21.23%
% of portfolio
0.02%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026

BUY
N/A
410 Added 3.7%
11,494 $116 Million
Q3 2025

Oct 14, 2025

BUY
N/A
11,084 New
11,084 $148 Million
Track This Portfolio

Track Net Worth Advisory Group Portfolio

Follow Net Worth Advisory Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Net Worth Advisory Group, based on Form 13F filings with the SEC.

News

Stay updated on Net Worth Advisory Group with notifications on news.