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Disclosery

waypoint wealth counsel: SPY position timeline

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

waypoint wealth counsel held 12,938 SPY 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 12,938 shares
    Change vs previous 13F -797 shares

    6.06% of the 13F portfolio, value $9,661,618.

    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 13,735 shares
    Change vs previous 13F -3,034 shares

    4.62% of the 13F portfolio, value $8,932,368.

    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 16,769 shares
    Change vs previous 13F -37 shares

    4.2% of the 13F portfolio, value $11,434,840.

    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 16,806 shares
    Change vs previous 13F +95 shares

    4.42% of the 13F portfolio, value $11,195,686.

    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 16,711 shares
    Change vs previous 13F +1,279 shares

    5.12% of the 13F portfolio, value $10,324,705.

    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 15,432 shares
    Change vs previous 13F -54 shares

    5.42% of the 13F portfolio, value $8,632,467.

    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 15,486 shares
    Change vs previous 13F +12 shares

    5.92% of the 13F portfolio, value $9,076,222.

    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 15,474 shares
    Change vs previous 13F not available

    6.02% of the 13F portfolio, value $8,878,518.

    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).