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Disclosery

waypoint wealth counsel: ILMN position timeline

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

waypoint wealth counsel held 2,042 ILMN 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 2,042 shares
    Change vs previous 13F -1,642 shares

    0.23% of the 13F portfolio, value $359,045.

    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 3,684 shares
    Change vs previous 13F -374 shares

    0.23% of the 13F portfolio, value $454,091.

    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 4,058 shares
    Change vs previous 13F +498 shares

    0.2% of the 13F portfolio, value $532,249.

    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 3,560 shares
    Change vs previous 13F +198 shares

    0.13% of the 13F portfolio, value $338,094.

    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 3,362 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $320,769.

    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).