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Disclosery

Waypoint Wealth Partners Inc.: DFIC position timeline

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

Waypoint Wealth Partners Inc. held 388,615 DFIC 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 388,615 shares
    Change vs previous 13F -24,863 shares

    2.94% of the 13F portfolio, value $12,082,032.

    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 413,478 shares
    Change vs previous 13F -5,996 shares

    3.17% of the 13F portfolio, value $11,482,276.

    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 419,474 shares
    Change vs previous 13F +8,583 shares

    2.96% of the 13F portfolio, value $10,841,301.

    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 410,891 shares
    Change vs previous 13F +20,681 shares

    3.07% of the 13F portfolio, value $11,562,473.

    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 390,210 shares
    Change vs previous 13F -50,763 shares

    3% of the 13F portfolio, value $10,258,620.

    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 440,973 shares
    Change vs previous 13F +19,010 shares

    3.36% of the 13F portfolio, value $11,796,026.

    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 421,963 shares
    Change vs previous 13F +110,155 shares

    3.34% of the 13F portfolio, value $10,772,706.

    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 311,808 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $7,280,722.

    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).