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Disclosery

waypoint wealth counsel: VOO position timeline

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

waypoint wealth counsel held 34,498 VOO 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 34,498 shares
    Change vs previous 13F -797 shares

    14.86% of the 13F portfolio, value $23,693,755.

    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 35,295 shares
    Change vs previous 13F -2,613 shares

    10.91% of the 13F portfolio, value $21,090,699.

    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 37,908 shares
    Change vs previous 13F -164 shares

    8.72% of the 13F portfolio, value $23,773,155.

    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 38,072 shares
    Change vs previous 13F -491 shares

    9.21% of the 13F portfolio, value $23,314,511.

    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 38,563 shares
    Change vs previous 13F +1,798 shares

    10.86% of the 13F portfolio, value $21,904,702.

    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 36,765 shares
    Change vs previous 13F +2,037 shares

    11.87% of the 13F portfolio, value $18,894,116.

    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 34,728 shares
    Change vs previous 13F +1,242 shares

    12.21% of the 13F portfolio, value $18,711,562.

    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 33,486 shares
    Change vs previous 13F not available

    11.97% of the 13F portfolio, value $17,669,491.

    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).