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Disclosery

Waypoint Wealth Partners Inc.: AVRE position timeline

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

Waypoint Wealth Partners Inc. held 34,746 AVRE 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 34,746 shares
    Change vs previous 13F -365 shares

    0.37% of the 13F portfolio, value $1,534,384.

    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 35,111 shares
    Change vs previous 13F -2,606 shares

    0.42% of the 13F portfolio, value $1,510,125.

    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 37,717 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $1,581,097.

    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 37,717 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $1,777,980.

    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 37,717 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,554,695.

    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 37,717 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,594,675.

    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 37,717 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,633,524.

    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).