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Disclosery

Waypoint Wealth Partners Inc.: DFSI position timeline

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

Waypoint Wealth Partners Inc. held 77,558 DFSI 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 77,558 shares
    Change vs previous 13F +21,341 shares

    0.74% of the 13F portfolio, value $3,056,563.

    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 56,217 shares
    Change vs previous 13F +451 shares

    0.54% of the 13F portfolio, value $1,961,413.

    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 55,766 shares
    Change vs previous 13F +12,959 shares

    0.5% of the 13F portfolio, value $1,831,915.

    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 42,807 shares
    Change vs previous 13F -873 shares

    0.41% of the 13F portfolio, value $1,529,719.

    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 43,680 shares
    Change vs previous 13F +23,455 shares

    0.42% of the 13F portfolio, value $1,438,821.

    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 20,225 shares
    Change vs previous 13F +5,485 shares

    0.19% of the 13F portfolio, value $680,978.

    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 14,740 shares
    Change vs previous 13F +750 shares

    0.15% of the 13F portfolio, value $472,155.

    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 13,990 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $401,655.

    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).