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Disclosery

Waypoint Wealth Partners Inc.: AVGE position timeline

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

Waypoint Wealth Partners Inc. held 8,901 AVGE 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 8,901 shares
    Change vs previous 13F +72 shares

    0.17% of the 13F portfolio, value $689,631.

    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 8,829 shares
    Change vs previous 13F +472 shares

    0.17% of the 13F portfolio, value $628,558.

    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 8,357 shares
    Change vs previous 13F +1,182 shares

    0.16% of the 13F portfolio, value $604,818.

    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 7,175 shares
    Change vs previous 13F -862 shares

    0.14% of the 13F portfolio, value $530,034.

    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 8,037 shares
    Change vs previous 13F +1,487 shares

    0.16% of the 13F portfolio, value $557,147.

    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 6,550 shares
    Change vs previous 13F +6 shares

    0.13% of the 13F portfolio, value $457,319.

    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 6,544 shares
    Change vs previous 13F +1,993 shares

    0.13% of the 13F portfolio, value $423,804.

    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 4,551 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $267,645.

    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).