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Waypoint Wealth Partners Inc.: SHV position timeline

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

Waypoint Wealth Partners Inc. held 4,485 SHV 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 4,485 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $495,234.

    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 ยง4.2).