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Disclosery

waypoint wealth counsel: CB position timeline

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

waypoint wealth counsel held 1,332 CB 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 1,332 shares
    Change vs previous 13F -1,563 shares

    0.28% of the 13F portfolio, value $453,866.

    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 2,895 shares
    Change vs previous 13F -1,223 shares

    0.49% of the 13F portfolio, value $943,624.

    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 4,118 shares
    Change vs previous 13F +1,784 shares

    0.47% of the 13F portfolio, value $1,285,357.

    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 2,334 shares
    Change vs previous 13F +978 shares

    0.26% of the 13F portfolio, value $658,807.

    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 1,356 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $392,887.

    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).