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Disclosery

Waypoint Wealth Partners Inc.: ESGD position timeline

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

Waypoint Wealth Partners Inc. held 39,104 ESGD 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 39,104 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $3,488,859.

    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 39,104 shares
    Change vs previous 13F -1,335 shares

    0.88% of the 13F portfolio, value $3,194,406.

    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 40,439 shares
    Change vs previous 13F +14 shares

    0.84% of the 13F portfolio, value $3,079,026.

    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 40,425 shares
    Change vs previous 13F -2,000 shares

    0.9% of the 13F portfolio, value $3,402,573.

    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 42,425 shares
    Change vs previous 13F -220 shares

    0.98% of the 13F portfolio, value $3,342,242.

    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 42,645 shares
    Change vs previous 13F 0 shares

    0.97% of the 13F portfolio, value $3,407,762.

    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 42,645 shares
    Change vs previous 13F -3,933 shares

    1% of the 13F portfolio, value $3,221,404.

    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 46,578 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $3,219,938.

    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).