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Disclosery

Waypoint Wealth Partners Inc.: VGSR position timeline

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

Waypoint Wealth Partners Inc. held 76,557 VGSR 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 76,557 shares
    Change vs previous 13F +4,687 shares

    0.19% of the 13F portfolio, value $800,785.

    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 71,870 shares
    Change vs previous 13F +982 shares

    0.2% of the 13F portfolio, value $728,766.

    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 70,888 shares
    Change vs previous 13F +4,651 shares

    0.2% of the 13F portfolio, value $717,384.

    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 66,237 shares
    Change vs previous 13F -3,671 shares

    0.2% of the 13F portfolio, value $735,896.

    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 69,908 shares
    Change vs previous 13F -3,408 shares

    0.2% of the 13F portfolio, value $676,006.

    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 73,316 shares
    Change vs previous 13F +6,382 shares

    0.2% of the 13F portfolio, value $718,843.

    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 66,934 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $666,658.

    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).