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Disclosery

Waypoint Wealth Partners Inc.: DFEM position timeline

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

Waypoint Wealth Partners Inc. held 151,195 DFEM 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 151,195 shares
    Change vs previous 13F +9,318 shares

    1.09% of the 13F portfolio, value $4,487,468.

    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 141,877 shares
    Change vs previous 13F +2,877 shares

    1.04% of the 13F portfolio, value $3,754,066.

    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 139,000 shares
    Change vs previous 13F +2,425 shares

    0.99% of the 13F portfolio, value $3,640,411.

    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 136,575 shares
    Change vs previous 13F +5,118 shares

    1.02% of the 13F portfolio, value $3,844,587.

    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 131,457 shares
    Change vs previous 13F -40,993 shares

    1.03% of the 13F portfolio, value $3,513,846.

    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 172,450 shares
    Change vs previous 13F -2,922 shares

    1.25% of the 13F portfolio, value $4,395,751.

    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 175,372 shares
    Change vs previous 13F -5,273 shares

    1.36% of the 13F portfolio, value $4,377,286.

    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 180,645 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $4,210,835.

    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).