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waypoint wealth counsel: VOOG position timeline

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

waypoint wealth counsel held 5,178 VOOG 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 5,178 shares
    Change vs previous 13F +4,510 shares

    0.27% of the 13F portfolio, value $427,816.

    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 668 shares
    Change vs previous 13F +24 shares

    0.14% of the 13F portfolio, value $272,164.

    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 644 shares
    Change vs previous 13F -9 shares

    0.11% of the 13F portfolio, value $286,517.

    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 653 shares
    Change vs previous 13F +11 shares

    0.11% of the 13F portfolio, value $284,516.

    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 642 shares
    Change vs previous 13F +10 shares

    0.13% of the 13F portfolio, value $254,687.

    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 632 shares
    Change vs previous 13F +6 shares

    0.13% of the 13F portfolio, value $211,455.

    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 626 shares
    Change vs previous 13F +15 shares

    0.15% of the 13F portfolio, value $229,188.

    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 611 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $210,959.

    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).