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Disclosery

waypoint wealth counsel: XLF position timeline

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

waypoint wealth counsel held 13,087 XLF 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 13,087 shares
    Change vs previous 13F +680 shares

    0.44% of the 13F portfolio, value $701,587.

    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 12,407 shares
    Change vs previous 13F -145 shares

    0.32% of the 13F portfolio, value $612,534.

    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 12,552 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $687,474.

    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 12,552 shares
    Change vs previous 13F -2,398 shares

    0.27% of the 13F portfolio, value $676,177.

    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 14,950 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $782,932.

    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 14,950 shares
    Change vs previous 13F +181 shares

    0.47% of the 13F portfolio, value $744,660.

    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 14,769 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $713,786.

    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 14,769 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $669,332.

    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).