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Disclosery

Waypoint Wealth Partners Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waypoint Wealth Partners Inc. on AAPL, newest first. How the timeline and the estimate are built.

Waypoint Wealth Partners Inc. held 12,929 AAPL shares at 2025-06-30 per its 13F-HR filed 2025-07-10.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 12,929 shares
    Change vs previous 13F -888 shares

    0.64% of the 13F portfolio, value $2,652,643.

    13F-HR 0001765380-25-000247 filed by Waypoint Wealth Partners Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 13,817 shares
    Change vs previous 13F -4,073 shares

    0.85% of the 13F portfolio, value $3,069,171.

    13F-HR 0001765380-25-000218 filed by Waypoint Wealth Partners Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 17,890 shares
    Change vs previous 13F -259 shares

    1.22% of the 13F portfolio, value $4,480,014.

    13F-HR 0001765380-25-000025 filed by Waypoint Wealth Partners Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 18,149 shares
    Change vs previous 13F +85 shares

    1.12% of the 13F portfolio, value $4,228,717.

    13F-HR 0001765380-24-000412 filed by Waypoint Wealth Partners Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 18,064 shares
    Change vs previous 13F +952 shares

    1.11% of the 13F portfolio, value $3,804,640.

    13F-HR 0001765380-24-000242 filed by Waypoint Wealth Partners Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 17,112 shares
    Change vs previous 13F +7,022 shares

    0.83% of the 13F portfolio, value $2,934,366.

    13F-HR 0001765380-24-000168 filed by Waypoint Wealth Partners Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 10,090 shares
    Change vs previous 13F +3,852 shares

    0.6% of the 13F portfolio, value $1,942,628.

    13F-HR 0001172661-24-000604 filed by Waypoint Wealth Partners Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 6,238 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,068,008.

    13F-HR 0001172661-23-003477 filed by Waypoint Wealth Partners Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).