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Disclosery

Waypoint Wealth Partners Inc.: AVEM position timeline

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

Waypoint Wealth Partners Inc. held 439,373 AVEM 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 439,373 shares
    Change vs previous 13F -14,965 shares

    7.32% of the 13F portfolio, value $30,114,656.

    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 454,338 shares
    Change vs previous 13F +14,194 shares

    7.56% of the 13F portfolio, value $27,337,543.

    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 440,144 shares
    Change vs previous 13F -7,480 shares

    7.06% of the 13F portfolio, value $25,876,075.

    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 447,624 shares
    Change vs previous 13F +5,655 shares

    7.68% of the 13F portfolio, value $28,916,528.

    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 441,969 shares
    Change vs previous 13F -6,691 shares

    7.89% of the 13F portfolio, value $26,999,903.

    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 448,660 shares
    Change vs previous 13F +7,037 shares

    7.4% of the 13F portfolio, value $26,004,338.

    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 441,623 shares
    Change vs previous 13F +16,421 shares

    7.72% of the 13F portfolio, value $24,903,132.

    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 425,202 shares
    Change vs previous 13F not available

    7.79% of the 13F portfolio, value $22,446,408.

    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).