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Disclosery

waypoint wealth counsel: SCHF position timeline

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

waypoint wealth counsel held 19,133 SCHF 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 19,133 shares
    Change vs previous 13F -19 shares

    0.33% of the 13F portfolio, value $529,990.

    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 19,152 shares
    Change vs previous 13F -2,955 shares

    0.25% of the 13F portfolio, value $474,020.

    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 22,107 shares
    Change vs previous 13F -366 shares

    0.19% of the 13F portfolio, value $531,449.

    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 22,473 shares
    Change vs previous 13F -1,208 shares

    0.21% of the 13F portfolio, value $523,164.

    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 23,681 shares
    Change vs previous 13F -5,998 shares

    0.26% of the 13F portfolio, value $523,343.

    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 29,679 shares
    Change vs previous 13F -1,050 shares

    0.37% of the 13F portfolio, value $587,059.

    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 30,729 shares
    Change vs previous 13F +14,924 shares

    0.37% of the 13F portfolio, value $568,487.

    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 15,805 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $649,895.

    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).