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Disclosery

Waypoint Wealth Partners Inc.: DFGR position timeline

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

Waypoint Wealth Partners Inc. held 133,930 DFGR 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 133,930 shares
    Change vs previous 13F -2,134 shares

    0.87% of the 13F portfolio, value $3,593,341.

    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 136,064 shares
    Change vs previous 13F +3,662 shares

    0.99% of the 13F portfolio, value $3,573,049.

    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 132,402 shares
    Change vs previous 13F -1,003 shares

    0.92% of the 13F portfolio, value $3,381,551.

    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 133,405 shares
    Change vs previous 13F +2,293 shares

    1.02% of the 13F portfolio, value $3,850,076.

    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 131,112 shares
    Change vs previous 13F +23,580 shares

    0.96% of the 13F portfolio, value $3,276,487.

    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 107,532 shares
    Change vs previous 13F +8,158 shares

    0.78% of the 13F portfolio, value $2,745,280.

    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 99,374 shares
    Change vs previous 13F -67,029 shares

    0.8% of the 13F portfolio, value $2,581,748.

    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 166,403 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $3,729,103.

    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).