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Disclosery

Waypoint Wealth Partners Inc.: AVUS position timeline

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

Waypoint Wealth Partners Inc. held 1,059,366 AVUS 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 1,059,366 shares
    Change vs previous 13F -21,284 shares

    25.96% of the 13F portfolio, value $106,805,263.

    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 1,080,650 shares
    Change vs previous 13F +576 shares

    27.6% of the 13F portfolio, value $99,830,408.

    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 1,080,074 shares
    Change vs previous 13F +17,222 shares

    28.55% of the 13F portfolio, value $104,691,544.

    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 1,062,852 shares
    Change vs previous 13F +52,307 shares

    26.86% of the 13F portfolio, value $101,130,360.

    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 1,010,545 shares
    Change vs previous 13F +69,623 shares

    26.62% of the 13F portfolio, value $91,141,011.

    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 940,922 shares
    Change vs previous 13F +39,854 shares

    23.96% of the 13F portfolio, value $84,212,563.

    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 901,068 shares
    Change vs previous 13F +31,903 shares

    22.79% of the 13F portfolio, value $73,482,125.

    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 869,165 shares
    Change vs previous 13F not available

    22.11% of the 13F portfolio, value $63,675,010.

    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).