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Disclosery

Waypoint Wealth Partners Inc.: DFSU position timeline

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

Waypoint Wealth Partners Inc. held 191,470 DFSU 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 191,470 shares
    Change vs previous 13F +64,618 shares

    1.83% of the 13F portfolio, value $7,515,191.

    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 126,852 shares
    Change vs previous 13F +720 shares

    1.26% of the 13F portfolio, value $4,542,564.

    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 126,132 shares
    Change vs previous 13F +1,659 shares

    1.3% of the 13F portfolio, value $4,780,396.

    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 124,473 shares
    Change vs previous 13F +3,697 shares

    1.23% of the 13F portfolio, value $4,627,900.

    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 120,776 shares
    Change vs previous 13F +66,695 shares

    1.23% of the 13F portfolio, value $4,210,246.

    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 54,081 shares
    Change vs previous 13F +23,903 shares

    0.53% of the 13F portfolio, value $1,860,921.

    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 30,178 shares
    Change vs previous 13F -3,733 shares

    0.29% of the 13F portfolio, value $939,436.

    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 33,911 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $940,856.

    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).