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Disclosery

waypoint wealth counsel: VB position timeline

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

waypoint wealth counsel held 13,190 VB 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 13,190 shares
    Change vs previous 13F -1,936 shares

    2.51% of the 13F portfolio, value $3,998,304.

    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 15,126 shares
    Change vs previous 13F -178 shares

    2.05% of the 13F portfolio, value $3,961,908.

    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 15,304 shares
    Change vs previous 13F -565 shares

    1.45% of the 13F portfolio, value $3,947,727.

    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 15,869 shares
    Change vs previous 13F +47 shares

    1.59% of the 13F portfolio, value $4,035,174.

    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 15,822 shares
    Change vs previous 13F -384 shares

    1.86% of the 13F portfolio, value $3,749,453.

    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 16,206 shares
    Change vs previous 13F +2,184 shares

    2.26% of the 13F portfolio, value $3,593,726.

    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 14,022 shares
    Change vs previous 13F +58 shares

    2.2% of the 13F portfolio, value $3,369,302.

    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 13,964 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $3,312,390.

    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).