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Disclosery

Waypoint Wealth Partners Inc.: DFAE position timeline

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

Waypoint Wealth Partners Inc. held 69,063 DFAE 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 69,063 shares
    Change vs previous 13F -7,985 shares

    0.49% of the 13F portfolio, value $1,999,363.

    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 77,048 shares
    Change vs previous 13F -3,440 shares

    0.55% of the 13F portfolio, value $1,994,764.

    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 80,488 shares
    Change vs previous 13F -7,389 shares

    0.56% of the 13F portfolio, value $2,041,988.

    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 87,877 shares
    Change vs previous 13F +1 shares

    0.64% of the 13F portfolio, value $2,408,712.

    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 87,876 shares
    Change vs previous 13F -19,549 shares

    0.66% of the 13F portfolio, value $2,273,351.

    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 107,425 shares
    Change vs previous 13F -5,000 shares

    0.76% of the 13F portfolio, value $2,655,548.

    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 112,425 shares
    Change vs previous 13F +40 shares

    0.84% of the 13F portfolio, value $2,710,565.

    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 112,385 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,536,540.

    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).