Skip to content
Disclosery

waypoint wealth counsel: DFUS position timeline

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

waypoint wealth counsel held 10,394 DFUS 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 10,394 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $851,685.

    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 10,394 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $737,039.

    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 10,394 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $770,923.

    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 10,394 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $752,942.

    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 10,394 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $696,606.

    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 10,394 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $628,630.

    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 10,394 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $662,618.

    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 10,394 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $646,507.

    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).