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Disclosery

Waypoint Wealth Partners Inc.: VEA position timeline

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

Waypoint Wealth Partners Inc. held 34,746 VEA 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 34,746 shares
    Change vs previous 13F -2,650 shares

    0.48% of the 13F portfolio, value $1,980,870.

    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 37,396 shares
    Change vs previous 13F -966 shares

    0.53% of the 13F portfolio, value $1,900,839.

    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 38,362 shares
    Change vs previous 13F -50 shares

    0.5% of the 13F portfolio, value $1,834,471.

    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 38,412 shares
    Change vs previous 13F +189 shares

    0.54% of the 13F portfolio, value $2,028,538.

    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 38,223 shares
    Change vs previous 13F -1,165 shares

    0.55% of the 13F portfolio, value $1,888,981.

    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 39,388 shares
    Change vs previous 13F -136 shares

    0.56% of the 13F portfolio, value $1,976,096.

    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 39,524 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,893,200.

    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 39,524 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,727,990.

    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).