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Disclosery

Waypoint Wealth Partners Inc.: AVDE position timeline

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

Waypoint Wealth Partners Inc. held 914,355 AVDE 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 914,355 shares
    Change vs previous 13F -28,235 shares

    16.45% of the 13F portfolio, value $67,671,443.

    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 942,590 shares
    Change vs previous 13F +24,266 shares

    17.27% of the 13F portfolio, value $62,465,419.

    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 918,324 shares
    Change vs previous 13F -1,162 shares

    15.37% of the 13F portfolio, value $56,357,530.

    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 919,486 shares
    Change vs previous 13F +20,091 shares

    16.37% of the 13F portfolio, value $61,633,171.

    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 899,395 shares
    Change vs previous 13F -71,712 shares

    16.36% of the 13F portfolio, value $55,996,355.

    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 971,107 shares
    Change vs previous 13F +32,876 shares

    17.61% of the 13F portfolio, value $61,898,373.

    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 938,231 shares
    Change vs previous 13F +12,641 shares

    17.59% of the 13F portfolio, value $56,697,302.

    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 925,590 shares
    Change vs previous 13F not available

    17.88% of the 13F portfolio, value $51,509,072.

    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).