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Disclosery

waypoint wealth counsel: BWA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of waypoint wealth counsel on BWA, newest first. How the timeline and the estimate are built.

waypoint wealth counsel held 5,368 BWA shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,368 shares
    Change vs previous 13F -2,805 shares

    0.22% of the 13F portfolio, value $356,436.

    13F-HR 0001807909-26-000003 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,173 shares
    Change vs previous 13F -963 shares

    0.23% of the 13F portfolio, value $443,467.

    13F-HR 0001807909-26-000002 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,136 shares
    Change vs previous 13F -1,406 shares

    0.15% of the 13F portfolio, value $411,669.

    13F-HR 0001807909-26-000001 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,542 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $463,427.

    13F-HR 0001807909-25-000006 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).