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Disclosery

waypoint wealth counsel: VO position timeline

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

waypoint wealth counsel held 21,539 VO 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 21,539 shares
    Change vs previous 13F +15,483 shares

    1.09% of the 13F portfolio, value $1,735,381.

    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 6,056 shares
    Change vs previous 13F -184 shares

    0.9% of the 13F portfolio, value $1,739,152.

    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 6,240 shares
    Change vs previous 13F -29 shares

    0.66% of the 13F portfolio, value $1,810,886.

    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 6,269 shares
    Change vs previous 13F -10 shares

    0.73% of the 13F portfolio, value $1,841,603.

    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 6,279 shares
    Change vs previous 13F -194 shares

    0.87% of the 13F portfolio, value $1,757,015.

    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 6,473 shares
    Change vs previous 13F +706 shares

    1.05% of the 13F portfolio, value $1,674,146.

    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 5,767 shares
    Change vs previous 13F +9 shares

    0.99% of the 13F portfolio, value $1,523,167.

    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 5,758 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,519,234.

    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).