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Disclosery

waypoint wealth counsel: CNC position timeline

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

waypoint wealth counsel held 9,528 CNC 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 9,528 shares
    Change vs previous 13F -12,197 shares

    0.38% of the 13F portfolio, value $611,603.

    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 21,725 shares
    Change vs previous 13F -4,588 shares

    0.37% of the 13F portfolio, value $711,277.

    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 26,313 shares
    Change vs previous 13F +13,085 shares

    0.4% of the 13F portfolio, value $1,082,781.

    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 13,228 shares
    Change vs previous 13F +7,268 shares

    0.19% of the 13F portfolio, value $471,976.

    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 5,960 shares
    Change vs previous 13F +2,177 shares

    0.16% of the 13F portfolio, value $323,510.

    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 3,783 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $229,667.

    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).