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Disclosery

waypoint wealth counsel: DFAX position timeline

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

waypoint wealth counsel held 18,989 DFAX 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 18,989 shares
    Change vs previous 13F -8,131 shares

    0.44% of the 13F portfolio, value $699,565.

    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 27,120 shares
    Change vs previous 13F -13,478 shares

    0.48% of the 13F portfolio, value $921,281.

    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 40,598 shares
    Change vs previous 13F +4,697 shares

    0.49% of the 13F portfolio, value $1,328,770.

    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 35,901 shares
    Change vs previous 13F +295 shares

    0.44% of the 13F portfolio, value $1,126,586.

    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 35,606 shares
    Change vs previous 13F +893 shares

    0.52% of the 13F portfolio, value $1,045,741.

    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 34,713 shares
    Change vs previous 13F -1,656 shares

    0.57% of the 13F portfolio, value $909,474.

    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 36,369 shares
    Change vs previous 13F -22 shares

    0.59% of the 13F portfolio, value $904,125.

    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 36,391 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $982,916.

    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).