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Disclosery

waypoint wealth counsel: IGM position timeline

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

waypoint wealth counsel held 0 IGM shares at 2025-09-30 per its 13F-HR filed 2025-10-20.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,993 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 2,993 shares
    Change vs previous 13F -2,275 shares

    0.17% of the 13F portfolio, value $336,265.

    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).

  3. period ended2025-03-31
    13F 5,268 shares
    Change vs previous 13F +3 shares

    0.3% of the 13F portfolio, value $477,615.

    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).

  4. period ended2024-12-31
    13F 5,265 shares
    Change vs previous 13F +3 shares

    0.35% of the 13F portfolio, value $537,482.

    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).

  5. period ended2024-09-30
    13F 5,262 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $504,857.

    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).