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Disclosery

Waypoint Wealth Partners Inc.: IEFA position timeline

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

Waypoint Wealth Partners Inc. held 57,399 IEFA 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 57,399 shares
    Change vs previous 13F -69 shares

    1.16% of the 13F portfolio, value $4,791,669.

    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 57,468 shares
    Change vs previous 13F -468 shares

    1.2% of the 13F portfolio, value $4,347,453.

    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 57,936 shares
    Change vs previous 13F +537 shares

    1.11% of the 13F portfolio, value $4,071,741.

    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 57,399 shares
    Change vs previous 13F 0 shares

    1.19% of the 13F portfolio, value $4,479,992.

    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 57,399 shares
    Change vs previous 13F -5,700 shares

    1.22% of the 13F portfolio, value $4,169,464.

    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 63,099 shares
    Change vs previous 13F 0 shares

    1.33% of the 13F portfolio, value $4,683,208.

    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 63,099 shares
    Change vs previous 13F 0 shares

    1.38% of the 13F portfolio, value $4,439,015.

    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 63,099 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $4,060,421.

    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).