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Disclosery

waypoint wealth counsel: EIX position timeline

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

waypoint wealth counsel held 9,493 EIX 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 9,493 shares
    Change vs previous 13F -6,033 shares

    0.44% of the 13F portfolio, value $706,755.

    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 15,526 shares
    Change vs previous 13F -81 shares

    0.59% of the 13F portfolio, value $1,136,194.

    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 15,607 shares
    Change vs previous 13F +4,639 shares

    0.34% of the 13F portfolio, value $936,733.

    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 10,968 shares
    Change vs previous 13F +3,999 shares

    0.24% of the 13F portfolio, value $606,312.

    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 6,969 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $359,602.

    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).