Skip to content
Disclosery

Waypoint Wealth Partners Inc.: MUB position timeline

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

Waypoint Wealth Partners Inc. held 4,506 MUB 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 4,506 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $470,787.

    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 4,506 shares
    Change vs previous 13F +4,506 shares

    0.13% of the 13F portfolio, value $475,113.

    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 ended2023-12-31
    13F 0 shares
    Change vs previous 13F -4,200 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2023-09-30
    13F 4,200 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $430,668.

    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).