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Disclosery

Waypoint Wealth Partners Inc.: ESGU position timeline

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

Waypoint Wealth Partners Inc. held 46,205 ESGU 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 46,205 shares
    Change vs previous 13F -12,413 shares

    1.52% of the 13F portfolio, value $6,251,537.

    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 58,618 shares
    Change vs previous 13F +12,270 shares

    1.98% of the 13F portfolio, value $7,146,121.

    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 46,348 shares
    Change vs previous 13F -646 shares

    1.63% of the 13F portfolio, value $5,970,550.

    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 46,994 shares
    Change vs previous 13F -50 shares

    1.57% of the 13F portfolio, value $5,929,703.

    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 47,044 shares
    Change vs previous 13F 0 shares

    1.64% of the 13F portfolio, value $5,613,291.

    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 47,044 shares
    Change vs previous 13F -125 shares

    1.54% of the 13F portfolio, value $5,408,179.

    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 47,169 shares
    Change vs previous 13F -115 shares

    1.54% of the 13F portfolio, value $4,948,972.

    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 47,284 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $4,440,441.

    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).