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Disclosery

waypoint wealth counsel: CFG position timeline

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

waypoint wealth counsel held 5,373 CFG 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 5,373 shares
    Change vs previous 13F -606 shares

    0.24% of the 13F portfolio, value $376,487.

    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 5,979 shares
    Change vs previous 13F -228 shares

    0.19% of the 13F portfolio, value $358,541.

    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 6,207 shares
    Change vs previous 13F +763 shares

    0.13% of the 13F portfolio, value $362,533.

    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 5,444 shares
    Change vs previous 13F +298 shares

    0.11% of the 13F portfolio, value $289,428.

    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 5,146 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $230,295.

    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).