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Disclosery

waypoint wealth counsel: CEF position timeline

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

waypoint wealth counsel held 15,000 CEF 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 15,000 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $603,450.

    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 15,000 shares
    Change vs previous 13F -2,000 shares

    0.37% of the 13F portfolio, value $715,800.

    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 17,000 shares
    Change vs previous 13F +510 shares

    0.29% of the 13F portfolio, value $778,600.

    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 16,490 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $605,019.

    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 16,490 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $496,349.

    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 16,490 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $468,481.

    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).

  7. period ended2024-12-31
    13F 16,490 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $391,803.

    13F-HR 0001807909-25-000001 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).

  8. period ended2024-09-30
    13F 16,490 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $403,841.

    13F-HR 0001807909-24-000010 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).