waypoint wealth counsel SEC EDGAR Filings (CIK 0001807909)

SEC EDGAR filings, ownership reports, and insider transactions for waypoint wealth counsel.

Business address
3715 Northside Pkwy Nw, Bldg 400 775, Atlanta, GA, 30327
Top securities (13F)
VOO, SPY, VYM, GLD, MSFT, IVV, AAPL, KO, IAU, NVDA, IWM, JAAA, VB, IVW, AMZN, SCHB, VIG, QQQ, SCHD, and CBOE
State of incorporation
GA
Fiscal year end
31 December
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waypoint wealth counsel has filed 14 SEC EDGAR filings since 22 Mar 2024

Latest Filings

Recent SEC filings for waypoint wealth counsel including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Oct 2025 30 Sep 2025 028-24034
N-PX Open N-PX document View SEC filing for N-PX 28 Jul 2025 30 Jun 2025 028-24034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jul 2025 30 Jun 2025 028-24034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Apr 2025 31 Mar 2025 028-24034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jan 2025 31 Dec 2024 028-24034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Oct 2024 30 Sep 2024 028-24034
N-PX Open N-PX document View SEC filing for N-PX 26 Jul 2024 30 Jun 2024 028-24034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jul 2024 30 Jun 2024 028-24034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Apr 2024 31 Mar 2024 028-24034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Apr 2024 31 Mar 2023 028-24034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Apr 2024 31 Dec 2023 028-24034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Apr 2024 30 Sep 2023 028-24034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Apr 2024 30 Jun 2023 028-24034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Mar 2024 31 Dec 2022 028-24034

About this filer

waypoint wealth counsel files with the SEC under CIK 0001807909. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
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New filings appear as the SEC updates EDGAR, and older records can vary by availability.
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Updates follow new EDGAR submissions and periodic data refreshes.

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