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Disclosery

waypoint wealth counsel: VIOO position timeline

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

waypoint wealth counsel held 9,735 VIOO 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 9,735 shares
    Change vs previous 13F -50 shares

    0.84% of the 13F portfolio, value $1,338,980.

    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 9,785 shares
    Change vs previous 13F -892 shares

    0.58% of the 13F portfolio, value $1,123,614.

    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 10,677 shares
    Change vs previous 13F -726 shares

    0.43% of the 13F portfolio, value $1,184,755.

    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 11,403 shares
    Change vs previous 13F +2 shares

    0.5% of the 13F portfolio, value $1,259,670.

    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 11,401 shares
    Change vs previous 13F -263 shares

    0.57% of the 13F portfolio, value $1,154,106.

    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 11,664 shares
    Change vs previous 13F -477 shares

    0.71% of the 13F portfolio, value $1,125,676.

    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 12,141 shares
    Change vs previous 13F -8 shares

    0.84% of the 13F portfolio, value $1,287,388.

    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 12,149 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,314,237.

    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).