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Disclosery

waypoint wealth counsel: KEYS position timeline

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

waypoint wealth counsel held 856 KEYS 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 856 shares
    Change vs previous 13F -305 shares

    0.19% of the 13F portfolio, value $299,661.

    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 1,161 shares
    Change vs previous 13F -40 shares

    0.17% of the 13F portfolio, value $327,832.

    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 1,201 shares
    Change vs previous 13F -4 shares

    0.09% of the 13F portfolio, value $244,032.

    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 1,205 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $210,779.

    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).