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Disclosery

waypoint wealth counsel: PCG position timeline

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

waypoint wealth counsel held 34,349 PCG 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 34,349 shares
    Change vs previous 13F -24,584 shares

    0.36% of the 13F portfolio, value $577,751.

    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 58,933 shares
    Change vs previous 13F -4,439 shares

    0.54% of the 13F portfolio, value $1,035,454.

    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 63,372 shares
    Change vs previous 13F +16,384 shares

    0.37% of the 13F portfolio, value $1,018,389.

    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 46,988 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $708,580.

    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).