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Disclosery

Waypoint Wealth Partners Inc.: DFSE position timeline

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

Waypoint Wealth Partners Inc. held 30,733 DFSE 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 30,733 shares
    Change vs previous 13F +7,803 shares

    0.28% of the 13F portfolio, value $1,169,691.

    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 22,930 shares
    Change vs previous 13F -32 shares

    0.21% of the 13F portfolio, value $772,291.

    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 22,962 shares
    Change vs previous 13F +6,097 shares

    0.21% of the 13F portfolio, value $760,764.

    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 16,865 shares
    Change vs previous 13F +933 shares

    0.16% of the 13F portfolio, value $597,347.

    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 15,932 shares
    Change vs previous 13F +1,458 shares

    0.16% of the 13F portfolio, value $533,074.

    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 14,474 shares
    Change vs previous 13F +4,340 shares

    0.13% of the 13F portfolio, value $466,053.

    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 10,134 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $320,478.

    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 10,134 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $297,829.

    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).