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Disclosery

Waypoint Wealth Partners Inc.: COST position timeline

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

Waypoint Wealth Partners Inc. held 2,198 COST 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 2,198 shares
    Change vs previous 13F +752 shares

    0.53% of the 13F portfolio, value $2,176,103.

    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 1,446 shares
    Change vs previous 13F +98 shares

    0.38% of the 13F portfolio, value $1,367,287.

    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 1,348 shares
    Change vs previous 13F -82 shares

    0.34% of the 13F portfolio, value $1,234,831.

    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 1,430 shares
    Change vs previous 13F +9 shares

    0.34% of the 13F portfolio, value $1,267,724.

    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 1,421 shares
    Change vs previous 13F -58 shares

    0.35% of the 13F portfolio, value $1,207,836.

    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 1,479 shares
    Change vs previous 13F +637 shares

    0.31% of the 13F portfolio, value $1,083,560.

    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 842 shares
    Change vs previous 13F +122 shares

    0.17% of the 13F portfolio, value $555,788.

    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 720 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $406,772.

    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).