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Disclosery

Waypoint Wealth Partners Inc.: RDDT position timeline

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

Waypoint Wealth Partners Inc. held 2,561 RDDT 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 2,561 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $385,610.

    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 2,561 shares
    Change vs previous 13F -664 shares

    0.07% of the 13F portfolio, value $268,649.

    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 3,225 shares
    Change vs previous 13F -23,442 shares

    0.14% of the 13F portfolio, value $527,094.

    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 26,667 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,757,889.

    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).