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Disclosery

waypoint wealth counsel: IWF position timeline

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

waypoint wealth counsel held 6,618 IWF 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 6,618 shares
    Change vs previous 13F +4,963 shares

    0.52% of the 13F portfolio, value $821,721.

    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 1,655 shares
    Change vs previous 13F -28 shares

    0.36% of the 13F portfolio, value $705,497.

    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 1,683 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $796,800.

    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 1,683 shares
    Change vs previous 13F -50 shares

    0.31% of the 13F portfolio, value $788,545.

    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 1,733 shares
    Change vs previous 13F -18 shares

    0.36% of the 13F portfolio, value $735,970.

    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 1,751 shares
    Change vs previous 13F -110 shares

    0.4% of the 13F portfolio, value $632,399.

    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 1,861 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $747,465.

    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 1,861 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $698,680.

    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).