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Disclosery

Waypoint Wealth Partners Inc.: SPY position timeline

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

Waypoint Wealth Partners Inc. held 997 SPY 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 997 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $615,997.

    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 997 shares
    Change vs previous 13F -3 shares

    0.15% of the 13F portfolio, value $557,712.

    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 1,000 shares
    Change vs previous 13F +3 shares

    0.16% of the 13F portfolio, value $586,080.

    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 997 shares
    Change vs previous 13F -134 shares

    0.15% of the 13F portfolio, value $572,039.

    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 1,131 shares
    Change vs previous 13F -100 shares

    0.18% of the 13F portfolio, value $615,513.

    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 1,231 shares
    Change vs previous 13F +256 shares

    0.18% of the 13F portfolio, value $643,900.

    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 975 shares
    Change vs previous 13F -138 shares

    0.14% of the 13F portfolio, value $463,428.

    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 1,113 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $475,786.

    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).