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Disclosery

Waypoint Wealth Partners Inc.: SCHB position timeline

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

Waypoint Wealth Partners Inc. held 73,938 SCHB 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 73,938 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $1,761,943.

    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 73,938 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $1,591,886.

    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 73,938 shares
    Change vs previous 13F +49,292 shares

    0.46% of the 13F portfolio, value $1,678,393.

    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 24,646 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $1,639,452.

    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 24,646 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,549,495.

    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 24,646 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $1,504,639.

    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 24,646 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $1,372,043.

    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 24,646 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,228,604.

    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).