Skip to content
Disclosery

Waypoint Wealth Partners Inc.: NXDR position timeline

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

Waypoint Wealth Partners Inc. held 681,670 NXDR 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 681,670 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,131,573.

    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 681,670 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,042,956.

    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 681,670 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $1,615,558.

    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 681,670 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,690,542.

    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 681,670 shares
    Change vs previous 13F +77,441 shares

    0.55% of the 13F portfolio, value $1,895,043.

    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 604,229 shares
    Change vs previous 13F -122,441 shares

    0.39% of the 13F portfolio, value $1,359,516.

    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 726,670 shares
    Change vs previous 13F -30,150 shares

    0.43% of the 13F portfolio, value $1,373,407.

    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 756,820 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,377,413.

    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).