Notify me when Waypoint Wealth Partners Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2025 | 76 | $411,422,320 | +$27,320,186 | -$11,554,390 | +$15,765,796 | AVUS, DFAC, AVDE, AVEM, DFIC | 13F-HR | 10 Jul 2025, 09:52 |
| Q1 2025 | 70 | $361,729,015 | +$7,701,866 | -$5,710,159 | +$1,991,707 | AVUS, DFAC, AVDE, AVEM, DFIC | 13F-HR | 13 May 2025, 10:24 |
| Q4 2024 | 68 | $366,665,512 | +$6,371,356 | -$9,964,466 | -$3,593,110 | AVUS, DFAC, AVDE, AVEM, DFIC | 13F-HR | 30 Jan 2025, 16:21 |
| Q3 2024 | 67 | $376,535,657 | +$17,306,593 | -$2,666,350 | +$14,640,243 | AVUS, DFAC, AVDE, AVEM, DFIC | 13F-HR | 08 Nov 2024, 09:38 |
| Q2 2024 | 64 | $342,323,807 | +$13,662,763 | -$23,739,849 | -$10,077,086 | AVUS, DFAC, AVDE, AVEM, UPS | 13F-HR | 24 Jul 2024, 12:13 |
| Q1 2024 | 71 | $351,477,935 | +$12,032,130 | -$6,051,267 | +$5,980,863 | AVUS, DFAC, AVDE, AVEM, ABNB | 13F-HR | 24 Apr 2024, 14:19 |
| Q4 2023 | 74 | $322,381,225 | +$17,238,997 | -$9,270,233 | +$7,968,764 | AVUS, DFAC, AVDE, AVEM, UPS | 13F-HR | 09 Feb 2024, 09:42 |
| Q3 2023 | 74 | $288,029,495 | +$10,970,388 | -$4,320,531 | +$6,649,857 | AVUS, DFAC, AVDE, AVEM, UPS | 13F-HR | 23 Oct 2023, 16:25 |
| Q2 2023 | 70 | $292,067,720 | +$4,692,211 | -$3,831,676 | +$860,535 | DFAC, AVUS, AVDE, AVEM, UPS | 13F-HR | 31 Jul 2023, 17:18 |
| Q1 2023 | 70 | $280,359,347 | +$13,425,415 | -$6,492,884 | +$6,932,531 | DFAC, AVUS, AVDE, AVEM, UPS | 13F-HR | 01 May 2023, 16:47 |
| Q4 2022 | 63 | $254,331,068 | +$16,041,230 | -$18,945,706 | -$2,904,476 | DFAC, AVUS, AVDE, AVEM, UPS | 13F-HR | 01 Feb 2023, 13:42 |
| Q3 2022 | 62 | $237,150,000 | +$21,031,419 | -$25,370,989 | -$4,339,570 | DFAC, AVDE, AVUS, AVEM, UPS | 13F-HR | 26 Oct 2022, 16:16 |
| Q2 2022 | 65 | $260,803,000 | +$61,951,099 | -$28,488,601 | +$33,462,498 | DFAC, AVDE, AVUS, AVEM, UPS | 13F-HR | 04 Aug 2022, 18:04 |
| Q1 2022 | 50 | $273,585,000 | +$10,605,634 | -$16,399,936 | -$5,794,302 | DFAC, AVUS, AVDE, AVEM, UPS | 13F-HR | 06 May 2022, 20:00 |
| Q4 2021 | 50 | $292,216,000 | +$32,322,508 | -$22,149,173 | +$10,173,335 | DFAC, AVUS, AVDE, AVEM, UPS | 13F-HR | 08 Feb 2022, 17:45 |
| Q3 2021 | 43 | $267,164,000 | +$30,841,840 | -$20,044,620 | +$10,797,220 | AVDE, DFAC, AVUS, AVEM, ABNB | 13F-HR | 08 Nov 2021, 20:41 |
| Q2 2021 | 40 | $257,974,000 | +$114,069,087 | -$3,177,439 | +$110,891,648 | DFAC, AVDE, ABNB, AVUS, AVEM | 13F-HR | 05 Aug 2021, 18:31 |
| Q1 2021 | 40 | $137,304,000 | +$5,892,326 | -$3,455,680 | +$2,436,646 | AVDE, AVUS, AVEM, UPS, ESGU | 13F-HR | 10 May 2021, 16:58 |
| Q4 2020 | 35 | $127,524,000 | $0 | $0 | $0 | AVDE, AVUS, AVEM, UPS, ESGU | 13F-HR | 29 Jan 2021, 11:27 |