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Disclosery

waypoint wealth counsel: C position timeline

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

waypoint wealth counsel held 2,351 C 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 2,351 shares
    Change vs previous 13F -1,520 shares

    0.21% of the 13F portfolio, value $328,998.

    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 3,871 shares
    Change vs previous 13F -782 shares

    0.23% of the 13F portfolio, value $439,017.

    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 4,653 shares
    Change vs previous 13F +375 shares

    0.2% of the 13F portfolio, value $543,016.

    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 4,278 shares
    Change vs previous 13F +574 shares

    0.17% of the 13F portfolio, value $434,197.

    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).

  5. period ended2025-06-30
    13F 3,704 shares
    Change vs previous 13F +368 shares

    0.16% of the 13F portfolio, value $315,272.

    13F-HR 0001807909-25-000004 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).

  6. period ended2025-03-31
    13F 3,336 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $236,829.

    13F-HR 0001807909-25-000002 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).