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Disclosery

Waypoint Wealth Partners Inc.: DFAC position timeline

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

Waypoint Wealth Partners Inc. held 2,444,459 DFAC 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 2,444,459 shares
    Change vs previous 13F +106,471 shares

    21.29% of the 13F portfolio, value $87,609,407.

    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 2,337,988 shares
    Change vs previous 13F +32,594 shares

    21.32% of the 13F portfolio, value $77,130,233.

    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 2,305,394 shares
    Change vs previous 13F -103,666 shares

    21.75% of the 13F portfolio, value $79,743,570.

    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 2,409,060 shares
    Change vs previous 13F +56,039 shares

    21.94% of the 13F portfolio, value $82,606,676.

    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 2,353,021 shares
    Change vs previous 13F -30,177 shares

    22.16% of the 13F portfolio, value $75,861,390.

    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 2,383,198 shares
    Change vs previous 13F -46,076 shares

    21.66% of the 13F portfolio, value $76,143,170.

    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 2,429,274 shares
    Change vs previous 13F +76,844 shares

    22.03% of the 13F portfolio, value $71,007,685.

    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 2,352,430 shares
    Change vs previous 13F not available

    21.4% of the 13F portfolio, value $61,633,661.

    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).