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Disclosery

Waypoint Wealth Partners Inc.: QUAL position timeline

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

Waypoint Wealth Partners Inc. held 6,566 QUAL 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 6,566 shares
    Change vs previous 13F -341 shares

    0.29% of the 13F portfolio, value $1,200,397.

    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 6,907 shares
    Change vs previous 13F -5,343 shares

    0.33% of the 13F portfolio, value $1,180,338.

    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 12,250 shares
    Change vs previous 13F +19 shares

    0.59% of the 13F portfolio, value $2,181,479.

    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 12,231 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $2,193,019.

    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 12,231 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $2,088,566.

    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 12,231 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $2,010,165.

    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 12,231 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $1,799,670.

    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 12,231 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,611,924.

    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).